iShares S&P 500 Index shares owned by Element Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Element Wealth
from 13F filings
Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 38k | 477.63 |
| 2023-09-30 | $14M | 33k | 429.44 |
| 2023-06-30 | $15M | 33k | 445.72 |
| 2023-03-31 | $13M | 33k | 411.08 |
| 2022-12-31 | $12M | 31k | 384.21 |
| 2022-09-30 | $11M | 30k | 358.65 |
| 2022-06-30 | $11M | 29k | 379.16 |
| 2022-03-31 | $13M | 30k | 453.69 |
| 2021-12-31 | $14M | 30k | 477.01 |
| 2021-09-30 | $12M | 29k | 430.84 |
| 2021-06-30 | $11M | 25k | 429.93 |
| 2021-03-31 | $9.8M | 25k | 397.84 |
| 2020-12-31 | $9.3M | 25k | 375.40 |
| 2020-09-30 | $8.4M | 25k | 336.04 |
| 2020-06-30 | $7.9M | 25k | 309.70 |
| 2020-03-31 | $6.9M | 27k | 258.39 |
| 2019-12-31 | $6.2M | 19k | 323.23 |