iShares S&P 500 Index shares owned by FSA Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FSA Wealth Management
from 13F filings
Historical chart of FSA Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FSA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $662k | 1.1k | 576.71 |
| 2024-03-31 | $603k | 1.1k | 525.64 |
| 2023-12-31 | $547k | 1.1k | 477.31 |
| 2023-09-30 | $468k | 1.1k | 429.42 |
| 2023-06-30 | $316k | 708 | 445.69 |
| 2023-03-31 | $291k | 707 | 411.08 |
| 2022-12-31 | $235k | 611 | 384.01 |
| 2022-09-30 | $229k | 637 | 359.50 |
| 2022-03-31 | $291k | 609 | 477.83 |
| 2021-12-31 | $291k | 609 | 477.83 |
| 2021-09-30 | $262k | 609 | 430.21 |
| 2021-06-30 | $262k | 609 | 430.21 |
| 2021-03-31 | $242k | 609 | 397.37 |
| 2020-12-31 | $229k | 609 | 376.03 |
| 2020-09-30 | $205k | 609 | 336.62 |
| 2020-06-30 | $183k | 590 | 310.17 |
| 2020-03-31 | $152k | 590 | 257.63 |
| 2019-12-31 | $191k | 590 | 323.73 |