Correct Capital Wealth Management »

iShares S&P 500 Index shares owned by Correct Capital Wealth Management

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

Historical chart of Correct Capital 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 Correct Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 669.22
2025-06-30 $1.1M 1.8k 620.83
2025-03-31 $1.1M 1.9k 561.99
2024-12-31 $1.1M 1.9k 588.78
2024-09-30 $1.1M 1.9k 576.92
2024-06-30 $828k 1.5k 547.34
2024-03-31 $809k 1.5k 525.86
2023-12-31 $1.1M 2.2k 477.69