iShares S&P 500 Index shares owned by Kolinsky Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kolinsky Wealth Management
from 13F filings
Historical chart of Kolinsky Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kolinsky Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $701k | 1.2k | 588.90 |
| 2024-09-30 | $484k | 839 | 576.90 |
| 2024-06-30 | $943k | 1.7k | 547.14 |
| 2024-03-31 | $1.6M | 3.1k | 525.81 |
| 2023-09-30 | $629k | 1.5k | 429.56 |
| 2023-06-30 | $610k | 1.4k | 440.45 |
| 2022-03-31 | $209k | 460 | 454.35 |
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