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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 17k | 669.28 |
| 2025-06-30 | $11M | 17k | 620.89 |
| 2025-03-31 | $9.8M | 18k | 561.89 |
| 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
View all positions for Connecticut Wealth Management