iShares S&P 500 Index shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by EPG Wealth Management 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 EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 36k | 496.62 |
| 2023-09-30 | $15M | 36k | 429.43 |
| 2023-06-30 | $16M | 36k | 445.71 |
| 2023-03-31 | $15M | 36k | 411.08 |
| 2022-12-31 | $14M | 36k | 384.21 |
| 2022-09-30 | $13M | 37k | 358.66 |
| 2022-06-30 | $14M | 37k | 379.15 |
| 2022-03-31 | $17M | 38k | 453.69 |
| 2021-12-31 | $17M | 36k | 476.99 |
| 2021-09-30 | $15M | 35k | 430.81 |
| 2021-06-30 | $15M | 35k | 429.91 |
| 2021-03-31 | $14M | 35k | 397.82 |
| 2020-12-31 | $13M | 34k | 375.38 |
| 2020-09-30 | $10M | 31k | 336.06 |
| 2020-06-30 | $9.9M | 32k | 309.68 |
| 2020-03-31 | $8.9M | 35k | 258.39 |
| 2019-12-31 | $9.6M | 30k | 323.24 |