iShares S&P 500 Index shares owned by Fidato Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fidato Wealth
from 13F filings
Historical chart of Fidato Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fidato Wealth 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 Fidato Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 15k | 576.81 |
| 2024-03-31 | $8.6M | 16k | 525.74 |
| 2023-12-31 | $8.1M | 17k | 477.63 |
| 2022-12-31 | $44M | 114k | 384.21 |
| 2022-09-30 | $40M | 112k | 358.60 |
| 2022-06-30 | $42M | 111k | 379.16 |
| 2022-03-31 | $51M | 112k | 453.69 |
| 2021-12-31 | $53M | 111k | 476.99 |