iShares S&P 500 Index shares owned by Landmark Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Landmark Wealth Management
from 13F filings
Historical chart of Landmark Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Landmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 9.8k | 576.86 |
| 2024-03-31 | $5.3M | 10k | 525.74 |
| 2023-12-31 | $4.9M | 10k | 477.64 |
| 2023-09-30 | $4.4M | 10k | 429.40 |
| 2023-03-31 | $4.5M | 11k | 411.10 |
| 2022-12-31 | $4.3M | 11k | 384.23 |
| 2022-09-30 | $4.5M | 13k | 358.63 |
| 2022-03-31 | $5.9M | 13k | 453.68 |
| 2021-12-31 | $6.0k | 12k | 0.49 |
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