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iShares S&P 500 Index shares owned by Mid-American Wealth Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mid-American Wealth Advisory Group from 13F filings

Historical chart of Mid-American Wealth Advisory Group 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 Mid-American Wealth Advisory Group 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 Mid-American Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 701 576.82
2024-06-30 $493k 901 547.23
2024-03-31 $508k 966 525.73
2023-12-31 $528k 1.1k 477.63
2023-09-30 $463k 1.1k 434.21
2023-06-30 $6.0M 13k 448.29
2022-03-31 $4.4M 9.8k 453.70
2021-12-31 $1.8M 3.7k 476.95