iShares S&P 500 Index shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 28k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $12M | 27k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $10M | 27k | 384.21 |
| 2022-09-30 | $3.4M | 8.0k | 430.86 |
| 2022-06-30 | $2.7M | 7.1k | 379.18 |
| 2022-03-31 | $3.2M | 7.0k | 453.63 |
| 2021-12-31 | $2.6M | 5.4k | 477.06 |
| 2021-09-30 | $3.4M | 8.0k | 430.86 |
| 2021-06-30 | $3.7M | 8.5k | 429.96 |
| 2021-03-31 | $4.7M | 12k | 397.81 |
| 2020-12-31 | $4.4M | 12k | 375.41 |
| 2020-09-30 | $4.0M | 12k | 336.07 |
| 2020-06-30 | $3.9M | 13k | 309.68 |
| 2020-03-31 | $4.5M | 17k | 258.41 |
| 2019-12-31 | $2.5M | 7.8k | 323.27 |
| 2019-09-30 | $2.3M | 7.7k | 298.57 |
| 2019-06-30 | $2.4M | 8.0k | 294.74 |
| 2019-03-31 | $2.2M | 7.7k | 284.56 |
| 2018-12-31 | $2.6M | 11k | 251.59 |
| 2018-09-30 | $435k | 1.5k | 292.73 |
| 2018-06-30 | $389k | 1.4k | 272.79 |
| 2018-03-31 | $301k | 1.1k | 264.96 |
| 2017-12-31 | $283k | 1.1k | 269.01 |
| 2017-09-30 | $258k | 1.0k | 253.19 |
| 2017-06-30 | $287k | 1.2k | 243.43 |
| 2017-03-31 | $277k | 1.2k | 236.95 |
| 2016-12-31 | $300k | 1.3k | 227.45 |