iShares S&P 500 Index shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 669.24 |
| 2025-06-30 | $992k | 1.6k | 620.84 |
| 2025-03-31 | $925k | 1.6k | 561.85 |
| 2024-12-31 | $981k | 1.7k | 588.63 |
| 2024-09-30 | $1.0M | 1.8k | 576.77 |
| 2024-06-30 | $912k | 1.7k | 547.18 |
| 2024-03-31 | $811k | 1.5k | 525.82 |
| 2023-12-31 | $902k | 1.9k | 477.66 |
| 2021-12-31 | $20M | 42k | 477.00 |
| 2021-09-30 | $19M | 44k | 430.82 |
| 2021-06-30 | $20M | 45k | 429.92 |
| 2021-03-31 | $9.7M | 24k | 397.80 |
| 2020-12-31 | $13M | 35k | 375.38 |
| 2020-09-30 | $12M | 36k | 336.07 |
| 2020-06-30 | $345k | 1.1k | 309.69 |
| 2020-03-31 | $414k | 1.6k | 258.27 |
More positions owned by Marks Group Wealth Management
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