iShares S&P 500 Index shares owned by McGlone Suttner Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McGlone Suttner Wealth Management
from 13F filings
Historical chart of McGlone Suttner Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McGlone Suttner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.5k | 669.26 |
| 2025-06-30 | $2.1M | 3.5k | 620.90 |
| 2025-03-31 | $1.9M | 3.4k | 561.89 |
| 2024-12-31 | $1.7M | 2.9k | 588.78 |
| 2024-09-30 | $1.4M | 2.5k | 576.74 |
| 2024-06-30 | $1.4M | 2.9k | 477.68 |
| 2024-03-31 | $1.5M | 2.8k | 525.69 |
| 2023-12-31 | $1.4M | 2.9k | 477.68 |
| 2023-09-30 | $1.4M | 3.3k | 429.61 |
| 2023-06-30 | $1.6M | 3.5k | 445.83 |
| 2023-03-31 | $1.4M | 3.5k | 411.19 |
| 2022-12-31 | $1.4M | 3.7k | 384.51 |
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