iShares S&P 500 Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth 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 Evoke Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $365M | 632k | 576.82 |
| 2024-06-30 | $869k | 1.6k | 547.23 |
| 2024-03-31 | $327M | 621k | 525.73 |
| 2023-12-31 | $275M | 576k | 477.63 |
| 2023-09-30 | $257M | 595k | 431.34 |
| 2023-06-30 | $253M | 568k | 445.71 |
| 2023-03-31 | $223M | 542k | 411.08 |
| 2022-12-31 | $203M | 527k | 384.21 |
| 2022-09-30 | $206M | 575k | 358.65 |
| 2022-06-30 | $213M | 561k | 379.15 |
| 2022-03-31 | $249M | 549k | 453.69 |
| 2021-12-31 | $254M | 533k | 476.99 |
| 2021-09-30 | $203M | 470k | 430.82 |
| 2021-06-30 | $192M | 446k | 429.92 |
| 2021-03-31 | $147M | 368k | 397.82 |
| 2020-12-31 | $738k | 2.0k | 375.19 |
| 2020-09-30 | $273k | 812 | 336.21 |
| 2020-06-30 | $290k | 936 | 309.83 |
| 2020-03-31 | $242k | 936 | 258.47 |
| 2019-09-30 | $294k | 983 | 298.55 |