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iShares S&P 500 Index shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 18k 588.69
2024-09-30 $11M 19k 576.83
2024-06-30 $10M 19k 547.23
2024-03-31 $10M 19k 525.74
2023-12-31 $9.6M 20k 477.63
2023-09-30 $8.6M 20k 429.44
2023-06-30 $8.9M 20k 445.71
2023-03-31 $8.0M 19k 411.09
2022-12-31 $3.0M 7.7k 384.19
2022-09-30 $3.3M 9.3k 358.62
2022-06-30 $3.1M 8.0k 379.12
2022-03-31 $3.6M 7.9k 453.68
2021-12-31 $3.8M 8.0k 476.97
2021-09-30 $3.4M 8.0k 430.88
2021-06-30 $3.5M 8.2k 429.85
2021-03-31 $2.0M 5.9k 341.28
2020-12-31 $4.9M 13k 375.40
2020-09-30 $4.5M 13k 336.04
2020-06-30 $1.6M 5.1k 309.76
2020-03-31 $1.5M 5.7k 258.45
2019-12-31 $1.3M 4.0k 323.27
2019-09-30 $1.2M 4.0k 298.64
2019-06-30 $1.2M 4.1k 294.68
2019-03-31 $1.1M 3.7k 284.42
2018-12-31 $1.0M 4.0k 251.55
2018-09-30 $1.3M 4.3k 293.84
2018-06-30 $1.1M 4.0k 273.95
2018-03-31 $1.0M 4.0k 259.13
2017-12-31 $1.1M 4.0k 275.89
2017-09-30 $1.0M 4.0k 255.77
2017-06-30 $972k 4.0k 243.98
2017-03-31 $989k 4.2k 236.21
2016-12-31 $954k 4.2k 228.39
2016-09-30 $899k 4.2k 215.95

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index