iShares S&P 500 Index shares owned by GoalFusion Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GoalFusion Wealth Management
from 13F filings
Historical chart of GoalFusion Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by GoalFusion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $45M | 78k | 576.82 |
| 2024-06-30 | $40M | 74k | 547.23 |
| 2024-03-31 | $39M | 74k | 525.73 |
| 2023-12-31 | $37M | 77k | 477.63 |
| 2023-09-30 | $33M | 77k | 429.43 |
| 2023-06-30 | $34M | 77k | 445.71 |
| 2023-03-31 | $31M | 77k | 411.08 |
| 2022-12-31 | $31M | 76k | 408.31 |
| 2022-09-30 | $26M | 71k | 358.65 |
| 2022-06-30 | $26M | 68k | 379.16 |
| 2022-03-31 | $29M | 64k | 453.52 |
| 2021-12-31 | $26M | 64k | 397.98 |
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