iShares S&P 500 Index shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $371k | 640 | 580.05 |
| 2024-06-30 | $446k | 786 | 567.78 |
| 2024-03-31 | $249k | 479 | 520.41 |
| 2023-12-31 | $288k | 604 | 476.72 |
| 2023-09-30 | $216k | 501 | 431.48 |
| 2022-09-30 | $499k | 1.3k | 374.34 |
| 2022-06-30 | $465k | 1.2k | 385.57 |
| 2021-12-31 | $249k | 526 | 473.38 |
| 2021-09-30 | $310k | 720 | 430.56 |
| 2021-06-30 | $310k | 720 | 430.56 |
| 2021-03-31 | $298k | 720 | 413.89 |
| 2020-12-31 | $315k | 840 | 375.00 |
| 2020-09-30 | $313k | 930 | 336.56 |
| 2020-06-30 | $202k | 651 | 310.29 |
| 2019-12-31 | $230k | 706 | 325.78 |
| 2019-09-30 | $208k | 706 | 294.62 |
| 2019-06-30 | $261k | 874 | 298.63 |
| 2019-03-31 | $249k | 876 | 284.25 |
| 2018-12-31 | $331k | 1.3k | 251.52 |
More positions owned by Foster Victor Wealth Advisors
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