iShares S&P 500 Index shares owned by DBK Financial Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DBK Financial Counsel
from 13F filings
Historical chart of DBK Financial Counsel investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by DBK Financial Counsel 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 DBK Financial Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 4.4k | 525.73 |
| 2023-12-31 | $2.4M | 5.0k | 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 | 5.4k | 411.08 |
| 2022-12-31 | $2.1M | 5.4k | 384.13 |
| 2022-09-30 | $1.9M | 5.4k | 358.73 |
| 2022-06-30 | $2.1M | 5.6k | 379.18 |
| 2022-03-31 | $2.6M | 5.6k | 453.71 |
| 2021-12-31 | $2.7M | 5.6k | 477.08 |