iShares S&P 500 Index shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management 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 Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Iron Horse Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $476k | 905 | 525.73 |
2023-12-31 | $432k | 905 | 477.63 |
2023-09-30 | $457k | 1.1k | 429.43 |
2023-06-30 | $370k | 830 | 445.71 |
2023-03-31 | $341k | 830 | 411.08 |
2022-12-31 | $319k | 830 | 384.34 |
2022-06-30 | $317k | 837 | 378.73 |
2022-03-31 | $377k | 830 | 454.22 |
2021-12-31 | $396k | 830 | 477.11 |
2021-09-30 | $358k | 830 | 431.33 |
2021-06-30 | $357k | 830 | 430.12 |
2021-03-31 | $330k | 830 | 397.59 |
2020-12-31 | $312k | 830 | 375.90 |
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