iShares S&P 500 Index shares owned by Marion Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $698k | 1.2k | 576.82 |
| 2024-06-30 | $750k | 1.4k | 547.23 |
| 2024-03-31 | $991k | 1.9k | 525.73 |
| 2023-12-31 | $915k | 1.9k | 477.63 |
| 2023-09-30 | $846k | 2.0k | 429.43 |
| 2023-06-30 | $613k | 1.4k | 445.71 |
| 2023-03-31 | $566k | 1.4k | 411.08 |
| 2022-12-31 | $752k | 2.0k | 384.21 |
| 2022-09-30 | $644k | 1.8k | 358.57 |
| 2022-06-30 | $548k | 1.4k | 378.98 |
| 2022-03-31 | $877k | 1.9k | 453.46 |
| 2021-12-31 | $452k | 948 | 476.79 |