iShares S&P 500 Index shares owned by MA Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 23k | 525.72 |
| 2023-12-31 | $11M | 24k | 477.64 |
| 2023-09-30 | $11M | 25k | 429.42 |
| 2023-06-30 | $13M | 29k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $13M | 33k | 384.21 |
| 2022-09-30 | $12M | 32k | 380.44 |
| 2022-06-30 | $12M | 32k | 380.80 |
| 2022-03-31 | $19M | 43k | 453.70 |
| 2021-12-31 | $19M | 40k | 476.98 |
| 2021-09-30 | $18M | 42k | 430.81 |
| 2021-06-30 | $18M | 42k | 429.91 |
| 2021-03-31 | $17M | 42k | 397.82 |
| 2020-12-31 | $15M | 41k | 375.38 |
| 2020-09-30 | $15M | 44k | 336.06 |
| 2020-06-30 | $14M | 44k | 309.69 |
| 2020-03-31 | $26M | 99k | 258.40 |
| 2019-09-30 | $26M | 85k | 298.52 |
| 2019-06-30 | $21M | 71k | 294.74 |
| 2019-03-31 | $18M | 63k | 284.56 |
| 2018-12-31 | $12M | 47k | 251.61 |