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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Engrave Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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