iShares S&P 500 Index shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.6M | 13k | 429.43 |
| 2023-06-30 | $9.0M | 20k | 445.71 |
| 2023-03-31 | $8.8M | 21k | 411.08 |
| 2022-12-31 | $8.8M | 23k | 384.21 |
| 2022-09-30 | $7.9M | 22k | 358.64 |
| 2022-06-30 | $8.6M | 23k | 379.15 |
| 2022-03-31 | $10M | 23k | 453.71 |
| 2021-12-31 | $11M | 22k | 477.01 |
| 2021-09-30 | $9.0M | 21k | 430.80 |
| 2021-06-30 | $8.8M | 21k | 429.92 |
| 2021-03-31 | $7.6M | 19k | 397.82 |
| 2020-12-31 | $6.6M | 18k | 375.38 |
| 2020-09-30 | $1.1M | 3.3k | 336.15 |
| 2020-06-30 | $1.0M | 3.3k | 309.66 |
| 2020-03-31 | $1.2M | 4.7k | 258.35 |
| 2019-12-31 | $1.5M | 4.6k | 323.30 |
| 2019-09-30 | $1.3M | 4.2k | 298.55 |
| 2019-06-30 | $1.1M | 3.8k | 294.76 |
| 2019-03-31 | $1.1M | 3.7k | 284.41 |
| 2018-12-31 | $947k | 3.8k | 251.66 |
| 2018-09-30 | $1.3M | 4.3k | 292.81 |
| 2018-06-30 | $4.2M | 15k | 273.06 |
| 2018-03-31 | $4.5M | 17k | 265.35 |
| 2017-12-31 | $4.6M | 17k | 268.82 |