iShares S&P 500 Index shares owned by Doyle Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Doyle Wealth Management
from 13F filings
Historical chart of Doyle Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Doyle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $12M | 32k | 358.64 |
| 2022-06-30 | $11M | 29k | 379.17 |
| 2022-03-31 | $6.4M | 14k | 453.66 |
| 2021-12-31 | $2.1M | 4.3k | 476.89 |
| 2021-09-30 | $1.6M | 3.7k | 430.74 |
| 2021-06-30 | $1.6M | 3.7k | 429.77 |
| 2021-03-31 | $1.5M | 3.7k | 397.91 |
| 2020-12-31 | $1.3M | 3.4k | 375.45 |
| 2020-09-30 | $1.1M | 3.3k | 336.06 |
| 2020-06-30 | $1.0M | 3.4k | 309.75 |
| 2020-03-31 | $1.1M | 4.4k | 258.53 |
| 2019-12-31 | $1.3M | 4.0k | 323.32 |
| 2019-09-30 | $1.0M | 3.5k | 298.58 |
| 2019-06-30 | $1.2M | 4.0k | 294.64 |
| 2019-03-31 | $1.1M | 3.9k | 290.06 |
| 2018-12-31 | $905k | 3.6k | 251.53 |
| 2018-09-30 | $1.2M | 4.0k | 292.72 |
| 2018-06-30 | $1.1M | 4.0k | 273.07 |
| 2018-03-31 | $699k | 2.6k | 265.48 |
| 2017-12-31 | $705k | 2.6k | 268.88 |
| 2017-09-30 | $684k | 2.7k | 252.87 |
| 2017-06-30 | $660k | 2.7k | 243.27 |
| 2017-03-31 | $481k | 2.0k | 237.41 |