iShares S&P 500 Index shares owned by McNaughton Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McNaughton Wealth Management
from 13F filings
Historical chart of McNaughton Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McNaughton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 25k | 525.72 |
| 2023-12-31 | $12M | 25k | 477.62 |
| 2023-09-30 | $10M | 24k | 429.44 |
| 2023-06-30 | $11M | 24k | 445.70 |
| 2023-03-31 | $9.8M | 24k | 411.07 |
| 2022-12-31 | $8.9M | 23k | 384.20 |
| 2022-09-30 | $8.0M | 22k | 358.63 |
| 2022-06-30 | $6.6M | 17k | 379.16 |
| 2022-03-31 | $8.2M | 18k | 453.68 |
| 2021-12-31 | $8.1M | 17k | 468.11 |
| 2021-09-30 | $7.2M | 17k | 430.80 |
| 2021-06-30 | $6.2M | 15k | 429.91 |
| 2021-03-31 | $5.0M | 13k | 397.82 |
| 2020-12-31 | $3.8M | 10k | 375.42 |
| 2020-09-30 | $1.4M | 4.1k | 335.94 |
| 2020-06-30 | $550k | 1.8k | 309.68 |
| 2020-03-31 | $469k | 1.8k | 258.54 |
| 2019-12-31 | $586k | 1.8k | 323.04 |
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