iShares S&P 500 Index shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.7k | 525.73 |
| 2023-12-31 | $2.3M | 4.7k | 493.67 |
| 2023-09-30 | $2.2M | 5.0k | 433.41 |
| 2023-06-30 | $2.3M | 5.1k | 448.28 |
| 2023-03-31 | $2.1M | 5.5k | 379.30 |
| 2022-12-31 | $2.1M | 5.5k | 382.56 |
| 2022-09-30 | $1.9M | 5.1k | 368.07 |
| 2022-06-30 | $1.8M | 4.8k | 379.06 |
| 2022-03-31 | $2.3M | 5.2k | 453.70 |
| 2021-12-31 | $5.5M | 12k | 476.99 |
| 2021-09-30 | $5.1M | 12k | 430.86 |
| 2021-06-30 | $5.3M | 12k | 429.94 |
| 2021-03-31 | $5.0M | 13k | 397.70 |
| 2020-12-31 | $5.0M | 13k | 375.39 |
| 2020-09-30 | $4.7M | 14k | 336.08 |
| 2020-06-30 | $4.4M | 14k | 309.70 |
| 2020-03-31 | $3.9M | 15k | 258.41 |
| 2019-12-31 | $5.3M | 16k | 323.22 |
| 2019-09-30 | $5.2M | 17k | 298.50 |
| 2019-06-30 | $4.8M | 16k | 298.31 |
| 2019-03-31 | $4.4M | 15k | 284.58 |
| 2018-12-31 | $3.6M | 14k | 251.63 |