iShares S&P 500 Index shares owned by Engrave Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Engrave Wealth Partners
from 13F filings
Historical chart of Engrave Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Engrave Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $875k | 1.8k | 477.63 |
| 2023-09-30 | $762k | 1.8k | 429.43 |
| 2023-06-30 | $699k | 1.6k | 445.71 |
| 2023-03-31 | $640k | 1.6k | 407.83 |
| 2022-12-31 | $542k | 1.4k | 393.33 |
| 2022-09-30 | $493k | 1.4k | 358.55 |
| 2022-06-30 | $462k | 1.2k | 379.00 |
| 2020-06-30 | $43k | 141 | 304.96 |
| 2020-03-31 | $10k | 40 | 250.00 |
| 2019-12-31 | $12k | 40 | 300.00 |