iShares S&P 500 Index shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by FirstPurpose 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 FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $824k | 1.6k | 516.72 |
| 2023-12-31 | $755k | 1.6k | 477.63 |
| 2023-09-30 | $683k | 1.6k | 429.43 |
| 2023-06-30 | $637k | 1.4k | 445.71 |
| 2023-03-31 | $534k | 1.3k | 411.08 |
| 2022-12-31 | $469k | 1.2k | 384.21 |
| 2022-09-30 | $436k | 1.2k | 358.85 |
| 2022-06-30 | $395k | 1.0k | 378.72 |
| 2022-03-31 | $295k | 650 | 453.85 |
| 2021-12-31 | $339k | 710 | 477.46 |