iShares S&P 500 Index shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $486k | 889 | 547.18 |
| 2024-03-31 | $318k | 665 | 477.75 |
| 2023-12-31 | $318k | 665 | 477.75 |
| 2023-09-30 | $284k | 661 | 429.33 |
| 2023-06-30 | $295k | 661 | 445.60 |
| 2023-03-31 | $271k | 659 | 411.28 |
| 2022-12-31 | $253k | 657 | 384.38 |
| 2022-03-31 | $204k | 450 | 453.33 |
| 2021-12-31 | $214k | 449 | 476.61 |
More positions owned by Levy Wealth Management Group
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