iShares S&P 500 Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by MBL Wealth 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 MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 1.9k | 547.23 |
| 2024-03-31 | $989k | 1.9k | 525.73 |
| 2023-12-31 | $898k | 1.9k | 477.63 |
| 2023-09-30 | $770k | 1.8k | 429.43 |
| 2023-06-30 | $667k | 1.5k | 445.71 |
| 2023-03-31 | $615k | 1.5k | 411.08 |
| 2022-12-31 | $602k | 1.6k | 384.17 |
| 2022-09-30 | $515k | 1.4k | 358.39 |
| 2022-06-30 | $1.1M | 3.0k | 379.18 |
| 2022-03-31 | $1.5M | 3.3k | 453.57 |
| 2021-09-30 | $2.2M | 5.1k | 430.82 |
| 2021-03-31 | $1.5M | 3.7k | 397.72 |
| 2020-12-31 | $440k | 1.2k | 375.43 |