iShares S&P 500 Index shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners 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 Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.2M | 11k | 576.83 |
| 2024-03-31 | $4.3M | 8.2k | 525.73 |
| 2023-12-31 | $4.1M | 8.6k | 477.65 |
| 2023-09-30 | $3.9M | 9.1k | 429.43 |
| 2023-06-30 | $3.2M | 7.1k | 445.72 |
| 2023-03-31 | $1.4M | 3.3k | 411.08 |
| 2022-12-31 | $757k | 2.0k | 384.21 |
More positions owned by Daymark Wealth Partners
Home Depot (HD)
View all positions for Daymark Wealth Partners