iShares S&P 500 Index shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Future Financial Wealth Managment
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $636k | 1.1k | 576.82 |
2024-06-30 | $603k | 1.1k | 547.23 |
2024-03-31 | $579k | 1.1k | 525.73 |
2023-12-31 | $526k | 1.1k | 477.63 |
2023-09-30 | $473k | 1.1k | 429.43 |
2023-06-30 | $491k | 1.1k | 445.71 |
2023-03-31 | $421k | 1.0k | 412.54 |
2022-12-31 | $392k | 1.0k | 384.21 |
2022-09-30 | $387k | 1.0k | 379.04 |
2022-06-30 | $463k | 1.0k | 453.48 |
2022-03-31 | $463k | 1.0k | 453.48 |
2021-12-31 | $490k | 1.0k | 479.92 |
2021-09-30 | $439k | 1.0k | 429.97 |
2021-06-30 | $439k | 1.0k | 429.97 |
2021-03-31 | $406k | 1.0k | 397.65 |
2020-12-31 | $383k | 1.0k | 375.12 |
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