iShares S&P 500 Index shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 34k | 525.73 |
| 2023-12-31 | $17M | 35k | 477.63 |
| 2023-09-30 | $40M | 93k | 429.43 |
| 2023-06-30 | $38M | 84k | 445.71 |
| 2023-03-31 | $35M | 85k | 411.08 |
| 2022-12-31 | $44M | 115k | 384.21 |
| 2022-09-30 | $45M | 124k | 358.65 |
| 2022-06-30 | $42M | 111k | 379.15 |
| 2022-03-31 | $51M | 112k | 453.69 |
| 2021-12-31 | $39M | 83k | 476.99 |
| 2021-09-30 | $32M | 74k | 430.81 |
| 2021-06-30 | $29M | 68k | 429.92 |
| 2021-03-31 | $26M | 66k | 397.82 |
| 2020-12-31 | $22M | 58k | 375.40 |
| 2020-09-30 | $19M | 57k | 336.06 |
| 2020-06-30 | $18M | 57k | 309.68 |
| 2020-03-31 | $14M | 55k | 258.39 |
| 2019-12-31 | $16M | 51k | 323.25 |
| 2019-09-30 | $14M | 46k | 298.51 |
| 2019-06-30 | $13M | 43k | 302.48 |
| 2019-03-31 | $8.3M | 29k | 284.57 |
| 2018-12-31 | $5.8M | 23k | 251.62 |
More positions owned by Market Street Wealth Management Advisors
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