iShares S&P 500 Index shares owned by Kaydan Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kaydan Wealth Management
from 13F filings
Historical chart of Kaydan Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kaydan Wealth Management 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 Kaydan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 3.6k | 576.82 |
| 2024-06-30 | $1.8M | 3.2k | 547.38 |
| 2024-03-31 | $1.5M | 2.9k | 525.88 |
| 2023-12-31 | $1.2M | 2.5k | 477.58 |
| 2023-09-30 | $940k | 2.2k | 429.35 |
| 2023-06-30 | $947k | 2.1k | 445.62 |
| 2023-03-31 | $847k | 2.1k | 410.98 |
| 2022-12-31 | $775k | 2.0k | 384.29 |
| 2022-09-30 | $753k | 2.1k | 358.70 |
| 2022-06-30 | $904k | 2.4k | 379.18 |
| 2022-03-31 | $1.2M | 2.5k | 453.71 |
| 2021-12-31 | $16M | 33k | 476.99 |