iShares S&P 500 Index shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.6M | 3.5k | 445.71 |
| 2023-03-31 | $1.5M | 3.7k | 411.08 |
| 2022-12-31 | $1.1M | 2.8k | 384.21 |
| 2022-09-30 | $990k | 2.8k | 358.70 |
| 2022-06-30 | $1.0M | 2.8k | 379.22 |
| 2022-03-31 | $1.2M | 2.6k | 453.58 |
| 2021-12-31 | $1.3M | 2.6k | 477.07 |
| 2021-09-30 | $1.2M | 2.8k | 430.97 |
| 2021-06-30 | $1.2M | 2.8k | 429.90 |
| 2021-03-31 | $1.1M | 2.8k | 397.71 |
| 2020-12-31 | $1.1M | 2.8k | 375.54 |
| 2020-09-30 | $1.0M | 3.0k | 336.18 |
| 2020-06-30 | $941k | 3.2k | 294.89 |
| 2020-03-31 | $936k | 3.3k | 284.41 |
| 2019-12-31 | $293k | 875 | 334.86 |
| 2019-09-30 | $923k | 3.1k | 298.61 |
| 2019-06-30 | $941k | 3.2k | 294.89 |
| 2019-03-31 | $936k | 3.3k | 284.41 |
| 2018-12-31 | $853k | 3.4k | 251.55 |
| 2018-09-30 | $993k | 3.4k | 292.83 |
| 2018-06-30 | $926k | 3.4k | 273.08 |
| 2018-03-31 | $979k | 3.7k | 265.24 |
| 2017-12-31 | $746k | 2.8k | 268.83 |
| 2017-09-30 | $702k | 2.8k | 252.97 |
| 2017-06-30 | $675k | 2.8k | 243.24 |
| 2017-03-31 | $699k | 2.9k | 237.35 |
| 2016-12-31 | $663k | 2.9k | 225.13 |
| 2016-09-30 | $641k | 2.9k | 217.66 |
| 2016-06-30 | $620k | 2.9k | 210.53 |
| 2016-03-31 | $609k | 2.9k | 206.79 |
| 2015-12-31 | $686k | 3.4k | 204.78 |
More positions owned by Intercontinental Wealth Advisors
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