iShares S&P 500 Index shares owned by Fingerlakes Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fingerlakes Wealth Management
from 13F filings
Historical chart of Fingerlakes Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fingerlakes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 3.1k | 588.74 |
| 2024-09-30 | $1.8M | 3.1k | 576.74 |
| 2024-03-31 | $1.7M | 3.2k | 525.80 |
| 2023-12-31 | $1.5M | 3.2k | 477.63 |
| 2023-09-30 | $1.4M | 3.2k | 429.43 |
| 2023-06-30 | $1.4M | 3.1k | 445.64 |
| 2023-03-31 | $1.3M | 3.2k | 411.07 |
| 2022-12-31 | $1.2M | 3.2k | 384.25 |
| 2022-09-30 | $1.1M | 3.2k | 358.75 |
| 2022-06-30 | $1.3M | 3.3k | 379.21 |
| 2022-03-31 | $1.5M | 3.3k | 453.73 |
| 2021-12-31 | $1.6M | 3.3k | 475.81 |
More positions owned by Fingerlakes Wealth Management
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