iShares S&P 500 Index shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 669.32 |
| 2025-06-30 | $1.2M | 1.9k | 628.88 |
| 2025-03-31 | $1.8M | 3.3k | 561.97 |
| 2024-12-31 | $330k | 561 | 588.81 |
| 2024-09-30 | $4.5M | 7.8k | 576.80 |
| 2024-06-30 | $4.2M | 7.8k | 547.21 |
| 2024-03-31 | $5.3M | 10k | 525.71 |
| 2023-12-31 | $2.6M | 5.4k | 477.61 |
| 2023-03-31 | $323k | 785 | 411.08 |
| 2022-12-31 | $4.4M | 12k | 384.22 |
| 2022-09-30 | $759k | 2.1k | 358.53 |
| 2022-06-30 | $293k | 772 | 379.53 |
| 2022-03-31 | $205k | 451 | 454.55 |
| 2021-09-30 | $744k | 1.7k | 448.73 |
More positions owned by Colonial River Wealth Management
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