iShares S&P 500 Index shares owned by Highwater Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Highwater Wealth Management
from 13F filings
Historical chart of Highwater Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Highwater Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Highwater Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-09-30 | $977k | 3.3k | 298.41 |
| 2019-06-30 | $987k | 3.3k | 294.71 |
| 2019-03-31 | $958k | 3.4k | 284.53 |
| 2018-12-31 | $913k | 3.6k | 251.72 |
| 2017-12-31 | $1.0M | 3.8k | 268.93 |
| 2017-09-30 | $952k | 3.8k | 252.99 |
| 2017-06-30 | $1.0M | 4.3k | 243.46 |
| 2017-03-31 | $1.1M | 4.7k | 237.25 |
| 2016-12-31 | $1.1M | 5.1k | 225.04 |
| 2016-09-30 | $1.0M | 4.7k | 217.46 |
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