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 csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Correct Capital Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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