iShares S&P 500 Index shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Meritas 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 Meritas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $917k | 1.6k | 576.79 |
| 2024-06-30 | $870k | 1.6k | 547.18 |
| 2024-03-31 | $847k | 1.6k | 525.68 |
| 2023-12-31 | $768k | 1.6k | 477.59 |
| 2023-09-30 | $693k | 1.6k | 429.39 |
| 2023-06-30 | $722k | 1.6k | 445.67 |
| 2023-03-31 | $670k | 1.6k | 411.04 |
| 2022-12-31 | $692k | 1.8k | 384.30 |