iShares S&P 500 Index shares owned by Fsb Premier Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fsb Premier Wealth Management
from 13F filings
Historical chart of Fsb Premier Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fsb Premier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 669.19 |
| 2025-06-30 | $1.2M | 1.9k | 620.90 |
| 2025-03-31 | $927k | 1.6k | 561.90 |
| 2024-12-31 | $1.1M | 1.8k | 588.68 |
| 2024-09-30 | $1.1M | 1.8k | 576.82 |
| 2024-06-30 | $1.1M | 1.9k | 547.23 |
| 2024-03-31 | $1.2M | 2.2k | 525.73 |
| 2023-12-31 | $1.1M | 2.2k | 477.63 |
| 2023-09-30 | $1.0M | 2.4k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $970k | 2.4k | 411.08 |
| 2022-12-31 | $916k | 2.4k | 384.21 |
| 2022-09-30 | $896k | 2.5k | 358.26 |
| 2022-06-30 | $1.0M | 2.7k | 378.91 |
| 2022-03-31 | $1.3M | 2.8k | 453.60 |
| 2021-12-31 | $1.4M | 2.9k | 476.67 |
| 2021-09-30 | $1.3M | 2.9k | 430.57 |
| 2021-06-30 | $1.4M | 3.2k | 429.83 |
| 2021-03-31 | $1.9M | 4.8k | 397.71 |
| 2020-12-31 | $3.8M | 10k | 375.37 |
More positions owned by Fsb Premier Wealth Management
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