iShares S&P 500 Index shares owned by Emerson Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Emerson Wealth Management
from 13F filings
Historical chart of Emerson Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Emerson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $7.0M | 19k | 379.16 |
| 2022-03-31 | $6.7M | 15k | 453.67 |
| 2021-12-31 | $4.3M | 9.1k | 477.01 |
| 2021-09-30 | $3.9M | 9.1k | 430.82 |
| 2021-06-30 | $4.0M | 9.2k | 429.95 |
| 2021-03-31 | $3.7M | 9.2k | 397.81 |
| 2020-12-31 | $3.2M | 8.6k | 375.36 |
| 2020-09-30 | $2.9M | 8.6k | 336.00 |
| 2020-06-30 | $2.7M | 8.6k | 309.65 |
| 2020-03-31 | $2.4M | 9.2k | 258.36 |
| 2019-12-31 | $422k | 1.3k | 323.37 |
| 2019-09-30 | $340k | 1.1k | 298.77 |
| 2019-06-30 | $224k | 760 | 294.74 |
| 2019-03-31 | $216k | 760 | 284.21 |