iShares S&P 500 Index shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Corepath Wealth Partners 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 Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 50k | 507.97 |
| 2023-12-31 | $47M | 101k | 470.12 |
| 2023-09-30 | $44M | 101k | 433.41 |
| 2023-06-30 | $44M | 97k | 453.33 |
| 2023-03-31 | $38M | 91k | 414.41 |
| 2022-12-31 | $35M | 89k | 389.56 |
| 2022-09-30 | $31M | 84k | 368.33 |
| 2022-06-30 | $31M | 81k | 379.88 |
| 2022-03-31 | $33M | 77k | 430.43 |
| 2021-12-31 | $31M | 66k | 467.22 |
| 2021-09-30 | $27M | 63k | 434.81 |
| 2021-06-30 | $27M | 61k | 444.43 |
| 2021-03-31 | $21M | 51k | 412.98 |
| 2020-12-31 | $16M | 41k | 384.08 |