iShares S&P 500 Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 51k | 576.82 |
| 2024-06-30 | $28M | 52k | 547.23 |
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $21M | 43k | 477.63 |
| 2023-09-30 | $19M | 44k | 431.14 |
| 2023-06-30 | $19M | 44k | 445.71 |
| 2023-03-31 | $17M | 41k | 411.08 |
| 2022-12-31 | $16M | 40k | 384.21 |
| 2022-09-30 | $14M | 40k | 358.65 |
| 2022-06-30 | $15M | 40k | 379.15 |
| 2022-03-31 | $18M | 41k | 453.69 |
| 2021-12-31 | $20M | 41k | 476.98 |
| 2021-09-30 | $19M | 44k | 430.81 |
| 2021-06-30 | $20M | 46k | 429.91 |
| 2021-03-31 | $19M | 47k | 397.82 |
| 2020-12-31 | $18M | 49k | 375.38 |
| 2020-09-30 | $16M | 47k | 336.06 |
| 2020-06-30 | $15M | 47k | 309.70 |
| 2020-03-31 | $11M | 44k | 258.41 |
| 2019-12-31 | $14M | 43k | 323.25 |
| 2019-09-30 | $13M | 43k | 298.51 |
| 2019-06-30 | $13M | 42k | 294.74 |
| 2019-03-31 | $13M | 44k | 284.56 |
| 2018-12-31 | $10M | 41k | 251.61 |
| 2018-09-30 | $12M | 42k | 292.73 |
| 2018-06-30 | $12M | 42k | 273.05 |
| 2018-03-31 | $11M | 42k | 265.38 |
| 2017-12-31 | $9.0M | 33k | 268.84 |
| 2017-09-30 | $8.2M | 33k | 252.94 |
| 2017-06-30 | $6.8M | 28k | 243.42 |
| 2017-03-31 | $4.7M | 20k | 237.29 |
| 2016-12-31 | $4.4M | 20k | 224.96 |
| 2016-09-30 | $4.1M | 19k | 217.58 |
| 2016-06-30 | $3.5M | 17k | 210.48 |
| 2016-03-31 | $1.9M | 9.0k | 206.63 |
| 2015-12-31 | $943k | 4.6k | 204.91 |
| 2015-09-30 | $734k | 3.8k | 192.60 |
| 2015-06-30 | $554k | 2.7k | 207.41 |
| 2015-03-31 | $506k | 2.4k | 207.89 |
| 2014-12-31 | $504k | 2.4k | 207.07 |
| 2014-09-30 | $483k | 2.4k | 198.44 |
| 2014-06-30 | $479k | 2.4k | 196.80 |
| 2014-03-31 | $458k | 2.4k | 188.17 |
| 2013-12-31 | $415k | 2.2k | 185.68 |