iShares S&P 500 Index shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Consilio Wealth Advisors 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 Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $57M | 96k | 588.68 |
| 2024-09-30 | $52M | 89k | 576.82 |
| 2024-06-30 | $48M | 88k | 547.24 |
| 2024-03-31 | $45M | 86k | 525.73 |
| 2023-12-31 | $39M | 82k | 477.63 |
| 2023-09-30 | $27M | 64k | 423.57 |
| 2023-06-30 | $28M | 63k | 445.71 |
| 2023-03-31 | $20M | 49k | 411.08 |
| 2022-12-31 | $18M | 47k | 384.21 |
| 2022-09-30 | $16M | 45k | 358.64 |
| 2022-06-30 | $17M | 44k | 379.15 |
| 2022-03-31 | $19M | 41k | 453.68 |
| 2021-12-31 | $13M | 28k | 476.84 |