iShares S&P 500 Index shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 5.6k | 576.79 |
| 2024-06-30 | $3.4M | 6.3k | 547.20 |
| 2024-03-31 | $3.4M | 6.4k | 525.70 |
| 2023-12-31 | $3.1M | 6.4k | 477.64 |
| 2023-09-30 | $2.8M | 6.4k | 429.43 |
| 2023-06-30 | $2.9M | 6.5k | 445.71 |
| 2023-03-31 | $2.8M | 6.8k | 411.08 |
| 2022-12-31 | $2.7M | 7.0k | 384.21 |
| 2022-09-30 | $2.5M | 7.0k | 358.68 |
| 2022-06-30 | $2.7M | 7.0k | 379.10 |
| 2022-03-31 | $3.2M | 7.1k | 453.69 |
| 2021-12-31 | $3.4M | 7.2k | 476.90 |
| 2021-09-30 | $3.1M | 7.3k | 430.84 |
| 2021-06-30 | $3.2M | 7.3k | 433.28 |
| 2021-03-31 | $2.8M | 7.1k | 397.78 |
| 2020-12-31 | $6.5M | 17k | 375.37 |
| 2020-09-30 | $7.3M | 22k | 336.08 |
| 2020-06-30 | $5.5M | 18k | 309.71 |
| 2020-03-31 | $4.8M | 19k | 258.42 |
| 2019-12-31 | $3.5M | 11k | 323.25 |