iShares S&P 500 Index shares owned by Connectus Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Connectus Wealth 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 Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $713k | 2.1k | 347.37 |
| 2023-12-31 | $93M | 195k | 476.14 |
| 2023-09-30 | $90M | 209k | 430.00 |
| 2023-06-30 | $79M | 177k | 446.22 |
| 2023-03-31 | $54M | 130k | 412.42 |
| 2022-12-31 | $500M | 130k | 3848.71 |
| 2022-09-30 | $510M | 142k | 3581.48 |
| 2022-06-30 | $56M | 146k | 379.08 |
| 2022-03-31 | $98M | 217k | 453.79 |
| 2021-09-30 | $1.2M | 2.8k | 430.69 |
| 2021-06-30 | $1.2M | 2.7k | 429.93 |
| 2021-03-31 | $1.2M | 3.0k | 407.86 |