iShares S&P 500 Index shares owned by MBE Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MBE Wealth Management
from 13F filings
Historical chart of MBE Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by MBE 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 MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 17k | 525.74 |
| 2023-12-31 | $39M | 82k | 477.63 |
| 2023-09-30 | $38M | 87k | 429.43 |
| 2023-06-30 | $40M | 90k | 445.71 |
| 2023-03-31 | $37M | 91k | 411.08 |
| 2022-12-31 | $37M | 97k | 384.21 |
| 2022-09-30 | $35M | 99k | 358.65 |
| 2022-06-30 | $36M | 94k | 379.15 |
| 2022-03-31 | $43M | 94k | 453.69 |
| 2021-12-31 | $51M | 106k | 476.99 |
| 2021-09-30 | $45M | 104k | 430.82 |
| 2021-06-30 | $43M | 100k | 429.92 |
| 2021-03-31 | $34M | 87k | 397.82 |
| 2020-12-31 | $31M | 82k | 375.38 |
| 2020-09-30 | $31M | 100k | 309.68 |
| 2020-06-30 | $31M | 100k | 309.68 |
| 2020-03-31 | $26M | 101k | 258.39 |
| 2019-12-31 | $30M | 94k | 323.24 |