iShares S&P 500 Index shares owned by Crown Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Crown Wealth Group
from 13F filings
Historical chart of Crown Wealth Group 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 Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Crown Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $866k | 1.5k | 576.99 |
| 2024-06-30 | $2.9M | 5.4k | 547.23 |
| 2024-03-31 | $2.9M | 5.6k | 525.75 |
| 2023-12-31 | $2.5M | 5.3k | 477.63 |
| 2023-09-30 | $2.3M | 5.3k | 429.43 |
| 2023-06-30 | $2.4M | 5.3k | 445.71 |
| 2023-03-31 | $2.2M | 5.3k | 411.08 |
| 2022-12-31 | $2.2M | 5.8k | 384.21 |
| 2022-09-30 | $2.2M | 6.1k | 358.61 |
| 2022-06-30 | $2.4M | 6.4k | 379.12 |
| 2022-03-31 | $2.8M | 6.2k | 453.62 |
| 2021-12-31 | $4.6M | 9.7k | 477.02 |