iShares S&P 500 Index shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Icon 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 Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $124M | 288k | 429.43 |
| 2023-06-30 | $100M | 225k | 445.71 |
| 2023-03-31 | $82M | 199k | 411.08 |
| 2022-06-30 | $77M | 204k | 379.15 |
| 2022-03-31 | $89M | 196k | 453.69 |
| 2021-12-31 | $58M | 121k | 476.98 |
| 2021-09-30 | $46M | 107k | 430.82 |
| 2021-06-30 | $46M | 108k | 429.92 |
| 2021-03-31 | $38M | 95k | 397.82 |
| 2020-12-31 | $41M | 110k | 375.39 |
| 2020-09-30 | $33M | 99k | 336.06 |
| 2020-06-30 | $31M | 100k | 309.69 |
| 2020-03-31 | $31M | 121k | 258.40 |
| 2019-12-31 | $38M | 116k | 323.24 |
| 2019-09-30 | $33M | 112k | 298.52 |
| 2019-06-30 | $31M | 104k | 294.75 |
| 2019-03-31 | $22M | 76k | 284.57 |
| 2018-12-31 | $16M | 63k | 251.62 |
| 2018-09-30 | $15M | 53k | 292.73 |
| 2018-06-30 | $13M | 48k | 273.06 |
| 2018-03-31 | $9.1M | 34k | 265.36 |
| 2017-12-31 | $3.9M | 15k | 268.86 |