iShares S&P 500 Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 21k | 588.67 |
| 2024-09-30 | $12M | 21k | 576.81 |
| 2024-06-30 | $13M | 23k | 547.25 |
| 2024-03-31 | $12M | 22k | 525.75 |
| 2023-12-31 | $11M | 22k | 477.62 |
| 2023-09-30 | $9.0M | 21k | 429.42 |
| 2023-06-30 | $9.4M | 21k | 445.72 |
| 2023-03-31 | $9.1B | 22k | 411083.33 |
| 2022-12-31 | $12M | 28k | 414.58 |
| 2022-03-31 | $8.7M | 21k | 416.67 |
| 2021-12-31 | $9.7M | 22k | 451.76 |
| 2021-09-30 | $10M | 22k | 470.22 |
| 2021-06-30 | $9.7M | 22k | 448.98 |
| 2021-03-31 | $8.9M | 21k | 416.67 |
| 2020-12-31 | $8.1M | 21k | 385.96 |
| 2020-09-30 | $7.1M | 20k | 353.25 |
| 2020-06-30 | $7.0M | 21k | 337.84 |
| 2020-03-31 | $6.0M | 21k | 286.33 |
| 2019-12-31 | $6.9M | 21k | 338.57 |
| 2019-09-30 | $6.5M | 21k | 310.55 |
| 2019-06-30 | $6.1M | 21k | 294.28 |
| 2019-03-31 | $6.5M | 23k | 287.05 |
| 2018-12-31 | $6.3M | 23k | 279.17 |
| 2018-09-30 | $6.0M | 23k | 266.48 |
| 2018-06-30 | $5.7M | 21k | 273.05 |
| 2018-03-31 | $5.6M | 21k | 265.35 |
| 2017-12-31 | $5.3M | 20k | 268.79 |
| 2017-09-30 | $5.2M | 20k | 252.85 |
| 2017-06-30 | $4.7M | 19k | 243.47 |
| 2017-03-31 | $439k | 1.9k | 236.28 |
| 2016-09-30 | $3.7M | 17k | 215.96 |
| 2016-06-30 | $2.3k | 11k | 0.21 |
| 2015-12-31 | $1.7M | 8.2k | 204.57 |
| 2015-06-30 | $296k | 1.4k | 206.85 |
| 2015-03-31 | $1.5M | 7.6k | 200.00 |