iShares S&P 500 Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Mascoma Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $60M | 115k | 525.73 |
2023-12-31 | $56M | 117k | 477.63 |
2023-09-30 | $50M | 117k | 429.43 |
2023-06-30 | $52M | 115k | 451.16 |
2023-03-31 | $43M | 102k | 417.66 |
2022-12-31 | $30M | 84k | 358.65 |
2022-09-30 | $30M | 84k | 358.65 |
2022-06-30 | $30M | 78k | 379.15 |
2022-03-31 | $33M | 72k | 453.69 |
2021-12-31 | $30M | 62k | 476.98 |
2021-09-30 | $25M | 59k | 430.82 |
2021-06-30 | $24M | 57k | 429.92 |
2021-03-31 | $21M | 52k | 397.81 |
2020-12-31 | $8.9M | 24k | 375.38 |
2019-09-30 | $1.6M | 5.2k | 298.51 |
2019-06-30 | $1.6M | 5.4k | 294.84 |
2019-03-31 | $1.7M | 6.1k | 284.54 |
2018-12-31 | $1.7M | 6.9k | 251.62 |
2018-09-30 | $2.0M | 6.9k | 292.69 |
2018-06-30 | $1.9M | 6.8k | 273.09 |
2018-03-31 | $1.6M | 6.0k | 265.45 |
2017-12-31 | $1.7M | 6.0k | 277.49 |
2017-09-30 | $5.0M | 20k | 252.91 |
2017-06-30 | $5.2M | 21k | 243.41 |
2017-03-31 | $7.9M | 33k | 237.27 |
2016-12-31 | $6.1M | 27k | 225.01 |