iShares S&P 500 Index shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 17k | 524.88 |
| 2023-12-31 | $8.1M | 17k | 477.63 |
| 2023-09-30 | $1.8M | 4.3k | 429.43 |
| 2023-06-30 | $1.9M | 4.3k | 445.71 |
| 2022-12-31 | $26k | 67 | 384.21 |
| 2021-03-31 | $232k | 585 | 396.58 |
| 2020-12-31 | $8.5M | 23k | 375.38 |
| 2020-09-30 | $1.8M | 5.2k | 335.88 |
| 2020-06-30 | $1.1M | 3.5k | 309.46 |
| 2020-03-31 | $1.2M | 4.3k | 278.65 |
| 2019-12-31 | $1.9M | 5.9k | 323.08 |
| 2019-09-30 | $1.8M | 6.0k | 298.43 |
More positions owned by MinichMacGregor Wealth Management
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