iShares S&P 500 Index shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $4.2M | 18k | 237.29 |
| 2016-12-31 | $3.3M | 15k | 225.00 |
| 2016-09-30 | $3.1M | 14k | 217.56 |
| 2016-06-30 | $3.1M | 15k | 210.50 |
| 2016-03-31 | $3.0M | 14k | 206.63 |
| 2015-12-31 | $3.2M | 15k | 204.89 |
| 2015-09-30 | $2.5M | 13k | 192.73 |
| 2015-06-30 | $2.7M | 13k | 207.18 |
| 2015-03-31 | $3.0M | 14k | 207.78 |
More positions owned by Integrated Wealth Management
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