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iShares S&P 500 Index shares owned by Inlet Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Inlet Private Wealth from 13F filings

Historical chart of Inlet Private Wealth 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 Inlet Private Wealth 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 Inlet Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 848 525.73
2023-12-31 $426k 891 477.63
2023-09-30 $724k 1.7k 429.43
2023-06-30 $730k 1.6k 445.71
2023-03-31 $681k 1.7k 411.08
2022-12-31 $635k 1.7k 384.21
2022-09-30 $585k 1.6k 358.90
2022-06-30 $595k 1.6k 378.98
2022-03-31 $712k 1.6k 453.50
2021-12-31 $746k 1.6k 476.68
2021-09-30 $679k 1.6k 429.75
2021-06-30 $679k 1.6k 429.75
2021-03-31 $629k 1.6k 398.10
2020-12-31 $631k 1.7k 375.60
2020-09-30 $568k 1.7k 336.09
2020-06-30 $523k 1.7k 309.47
2020-03-31 $437k 1.7k 258.58
2019-12-31 $546k 1.7k 323.08
2019-09-30 $566k 1.9k 298.68
2019-06-30 $1.7M 5.7k 302.44
2019-03-31 $1.6M 5.6k 284.49