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iShares S&P 500 Index shares owned by Fmb Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fmb Wealth Management from 13F filings

Historical chart of Fmb Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Fmb Wealth Management 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 Fmb Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 2.1k 576.82
2024-06-30 $1.2M 2.1k 547.23
2024-03-31 $1.1M 2.1k 525.73
2023-12-31 $1.0M 2.1k 477.63
2023-09-30 $903k 2.1k 429.43
2023-06-30 $937k 2.1k 445.71
2023-03-31 $865k 2.1k 411.08