iShares S&P 500 Index shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Flagship Private 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 Flagship Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 39k | 576.82 |
| 2024-06-30 | $20M | 37k | 547.23 |
| 2024-03-31 | $17M | 33k | 525.73 |
| 2023-12-31 | $10M | 21k | 477.62 |
| 2023-09-30 | $9.5M | 22k | 429.42 |
| 2023-06-30 | $10M | 22k | 445.70 |
| 2023-03-31 | $9.7M | 24k | 411.07 |
| 2022-12-31 | $9.7M | 25k | 384.21 |
| 2022-09-30 | $9.1M | 26k | 358.66 |
| 2022-06-30 | $9.9M | 26k | 379.14 |
| 2022-03-31 | $12M | 27k | 453.70 |
| 2021-12-31 | $14M | 29k | 476.98 |
| 2021-09-30 | $13M | 30k | 430.82 |
| 2021-06-30 | $13M | 30k | 436.32 |
| 2021-03-31 | $12M | 31k | 407.86 |
| 2020-12-31 | $12M | 31k | 375.87 |