iShares S&P 500 Index shares owned by Endurance Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Endurance Wealth Management
from 13F filings
Historical chart of Endurance Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Endurance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $4.8M | 11k | 444.90 |
| 2023-03-31 | $4.5M | 11k | 412.24 |
| 2022-12-31 | $4.1M | 11k | 383.67 |
| 2022-09-30 | $3.8M | 11k | 359.18 |
| 2022-06-30 | $3.8M | 10k | 379.59 |
| 2022-03-31 | $4.4M | 9.7k | 453.06 |
| 2021-12-31 | $4.7M | 9.8k | 477.55 |
| 2021-09-30 | $3.9M | 8.9k | 432.65 |
| 2021-06-30 | $3.7M | 8.7k | 425.64 |
| 2021-03-31 | $3.5M | 8.8k | 400.00 |
| 2020-12-31 | $3.4M | 9.2k | 374.36 |
| 2020-09-30 | $3.2M | 9.5k | 338.46 |
| 2020-06-30 | $2.9M | 9.5k | 307.69 |
| 2020-03-31 | $2.9M | 9.1k | 323.53 |
| 2019-12-31 | $2.9M | 9.1k | 323.53 |
| 2019-09-30 | $2.7M | 8.9k | 300.00 |
| 2019-06-30 | $2.4M | 8.0k | 294.12 |
| 2019-03-31 | $2.3M | 8.0k | 282.35 |
| 2018-12-31 | $1.9M | 7.4k | 252.94 |
| 2018-09-30 | $2.1M | 7.2k | 294.12 |
| 2018-06-30 | $2.1M | 7.5k | 275.86 |
| 2018-03-31 | $1.7M | 6.3k | 262.07 |
| 2017-12-31 | $1.3M | 4.8k | 266.67 |
| 2017-09-30 | $975k | 3.9k | 253.33 |
| 2017-06-30 | $878k | 3.7k | 240.00 |
| 2017-03-31 | $546k | 2.4k | 228.57 |
| 2016-12-31 | $457k | 2.0k | 228.57 |
| 2016-09-30 | $397k | 1.7k | 228.57 |
| 2016-06-30 | $319k | 1.6k | 200.00 |
| 2016-03-31 | $316k | 1.5k | 206.81 |
| 2015-12-31 | $237k | 1.2k | 204.49 |
| 2015-09-30 | $239k | 1.2k | 202.71 |
| 2015-06-30 | $170k | 819 | 207.57 |
| 2015-03-31 | $245k | 1.2k | 207.80 |
| 2014-12-31 | $212k | 1.0k | 206.63 |
| 2014-09-30 | $278k | 1.4k | 197.58 |
More positions owned by Endurance Wealth Management
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