iShares S&P 500 Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $41M | 72k | 576.80 |
| 2024-06-30 | $40M | 1.4M | 29.25 |
| 2024-03-31 | $61M | 115k | 525.79 |
| 2023-12-31 | $60M | 125k | 477.62 |
| 2023-09-30 | $49M | 113k | 429.29 |
| 2023-06-30 | $47M | 105k | 445.71 |
| 2023-03-31 | $43M | 105k | 411.92 |
| 2022-09-30 | $35M | 98k | 358.56 |
| 2022-06-30 | $35M | 93k | 379.04 |
| 2022-03-31 | $39M | 85k | 452.00 |
| 2021-12-31 | $30M | 63k | 475.41 |
| 2021-09-30 | $25M | 57k | 430.84 |
| 2021-06-30 | $24M | 56k | 429.84 |
| 2021-03-31 | $16M | 43k | 377.59 |
| 2020-12-31 | $16M | 43k | 377.59 |
| 2020-09-30 | $14M | 41k | 336.07 |
| 2020-06-30 | $11M | 36k | 309.68 |
| 2020-03-31 | $9.9M | 38k | 259.95 |
| 2019-12-31 | $9.1M | 28k | 323.23 |
| 2019-09-30 | $5.7M | 19k | 298.51 |
| 2019-06-30 | $5.1M | 17k | 294.75 |
| 2019-03-31 | $4.1M | 14k | 284.53 |
| 2018-12-31 | $3.2M | 13k | 251.58 |