iShares S&P 500 Index shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Evergreen Wealth Solutions 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 Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $234k | 406 | 576.41 |
| 2024-06-30 | $221k | 404 | 547.62 |
| 2024-03-31 | $223k | 423 | 525.97 |
| 2023-12-31 | $215k | 450 | 477.67 |
| 2023-06-30 | $205k | 459 | 445.60 |
| 2023-03-31 | $363k | 883 | 411.10 |
| 2022-03-31 | $212k | 468 | 452.99 |
| 2021-12-31 | $223k | 467 | 477.52 |
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