iShares S&P 500 Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by IAG Wealth Partners 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 43k | 576.82 |
| 2024-06-30 | $24M | 44k | 547.23 |
| 2024-03-31 | $23M | 44k | 525.73 |
| 2023-12-31 | $22M | 46k | 477.63 |
| 2023-09-30 | $21M | 48k | 429.43 |
| 2023-06-30 | $22M | 50k | 445.71 |
| 2023-03-31 | $21M | 52k | 411.08 |
| 2022-12-31 | $21M | 54k | 384.21 |
| 2022-09-30 | $19M | 53k | 358.65 |
| 2022-06-30 | $21M | 55k | 379.15 |
| 2022-03-31 | $25M | 55k | 453.69 |
| 2021-12-31 | $27M | 57k | 476.98 |
| 2021-09-30 | $26M | 60k | 430.82 |
| 2021-06-30 | $29M | 67k | 429.93 |
| 2021-03-31 | $28M | 70k | 397.82 |
| 2020-12-31 | $27M | 72k | 375.39 |
| 2020-09-30 | $25M | 75k | 336.07 |
| 2020-06-30 | $24M | 77k | 309.70 |
| 2020-03-31 | $20M | 78k | 258.41 |
| 2019-12-31 | $25M | 78k | 323.25 |