iShares S&P 500 Index shares owned by Cranbrook Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cranbrook Wealth Management
from 13F filings
Historical chart of Cranbrook Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cranbrook Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 80k | 576.82 |
| 2024-06-30 | $44M | 81k | 547.23 |
| 2024-03-31 | $41M | 78k | 525.73 |
| 2023-12-31 | $36M | 75k | 477.63 |
| 2023-09-30 | $32M | 74k | 429.43 |
| 2023-06-30 | $35M | 78k | 445.71 |
| 2023-03-31 | $32M | 79k | 411.08 |
| 2022-12-31 | $33M | 85k | 384.21 |
| 2022-09-30 | $37M | 104k | 358.65 |
| 2022-06-30 | $40M | 106k | 379.15 |
| 2022-03-31 | $45M | 100k | 453.70 |
| 2021-12-31 | $45M | 94k | 476.99 |
| 2021-09-30 | $37M | 87k | 430.81 |
| 2021-06-30 | $37M | 85k | 429.92 |
| 2021-03-31 | $33M | 83k | 397.82 |
| 2020-12-31 | $30M | 79k | 375.40 |
| 2020-09-30 | $27M | 80k | 336.07 |
| 2020-06-30 | $25M | 80k | 309.68 |
| 2020-03-31 | $21M | 82k | 258.40 |
| 2019-12-31 | $25M | 79k | 323.24 |
| 2019-09-30 | $22M | 74k | 298.52 |
| 2019-06-30 | $21M | 70k | 294.75 |
| 2019-03-31 | $17M | 60k | 284.57 |
| 2018-12-31 | $13M | 51k | 251.61 |
| 2018-09-30 | $13M | 43k | 292.73 |
| 2018-06-30 | $11M | 40k | 273.05 |
| 2018-03-31 | $9.4M | 35k | 265.37 |
| 2017-12-31 | $7.8M | 29k | 268.84 |
| 2017-09-30 | $6.5M | 26k | 252.92 |
| 2017-06-30 | $5.2M | 21k | 243.42 |
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