iShares S&P 500 Index shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.0M | 9.5k | 525.74 |
| 2023-12-31 | $4.2M | 8.7k | 477.63 |
| 2023-09-30 | $2.8M | 6.5k | 429.43 |
| 2023-06-30 | $2.4M | 5.4k | 445.71 |
| 2023-03-31 | $2.1M | 5.1k | 411.08 |
| 2022-12-31 | $1.8M | 4.8k | 384.21 |
| 2022-09-30 | $798k | 2.2k | 358.33 |
| 2022-06-30 | $833k | 2.2k | 379.15 |
| 2022-03-31 | $919k | 1.9k | 476.91 |
| 2021-12-31 | $919k | 1.9k | 476.91 |
| 2021-09-30 | $830k | 1.9k | 430.72 |
| 2021-06-30 | $828k | 1.9k | 429.68 |
| 2021-03-31 | $767k | 1.9k | 398.03 |
| 2020-12-31 | $802k | 2.1k | 375.47 |