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iShares S&P 500 Index shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Householder Group Estate & Retirement Specialist

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 2.4k 525.78
2023-12-31 $1.2M 2.5k 477.43
2023-09-30 $1.0M 2.4k 429.51
2023-03-31 $942k 2.3k 411.17
2022-09-30 $1.0M 2.9k 358.60
2022-06-30 $999k 2.6k 379.27
2022-03-31 $1.0M 2.3k 453.54
2021-12-31 $1.1M 2.3k 476.82