iShares S&P 500 Index shares owned by Integris Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Integris Wealth Management
from 13F filings
Historical chart of Integris Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Integris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 63k | 576.82 |
| 2024-06-30 | $35M | 64k | 547.23 |
| 2024-03-31 | $36M | 68k | 525.73 |
| 2023-12-31 | $33M | 69k | 477.63 |
| 2023-09-30 | $31M | 73k | 429.43 |
| 2023-06-30 | $48M | 108k | 445.71 |
| 2023-03-31 | $44M | 107k | 411.08 |
| 2022-12-31 | $41M | 106k | 384.21 |
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