iShares S&P 500 Index shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $65M | 135k | 477.63 |
| 2023-09-30 | $56M | 131k | 429.43 |
| 2023-06-30 | $64M | 143k | 445.71 |
| 2023-03-31 | $58M | 142k | 411.08 |
| 2022-12-31 | $55M | 144k | 384.21 |
| 2022-09-30 | $40M | 112k | 358.65 |
| 2022-06-30 | $38M | 100k | 379.15 |
| 2022-03-31 | $39M | 86k | 453.68 |
| 2021-12-31 | $36M | 75k | 476.98 |
| 2021-09-30 | $27M | 61k | 430.81 |
| 2021-06-30 | $23M | 54k | 429.91 |
| 2021-03-31 | $16M | 40k | 397.82 |
| 2020-12-31 | $12M | 32k | 375.39 |