iShares S&P 500 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.0M | 15k | 525.73 |
| 2023-12-31 | $6.2M | 13k | 477.62 |
| 2023-09-30 | $4.9M | 11k | 429.41 |
| 2023-06-30 | $5.2M | 12k | 445.72 |
| 2023-03-31 | $4.7M | 12k | 411.07 |
| 2022-12-31 | $4.3M | 11k | 384.22 |
| 2022-09-30 | $3.7M | 10k | 358.61 |
| 2022-06-30 | $4.3M | 11k | 379.13 |
| 2022-03-31 | $4.5M | 9.8k | 453.74 |
| 2021-12-31 | $4.7M | 9.8k | 476.95 |
| 2021-09-30 | $4.1M | 9.4k | 430.86 |
| 2021-06-30 | $3.9M | 9.0k | 429.90 |
| 2021-03-31 | $3.5M | 8.8k | 397.86 |
| 2020-12-31 | $3.1M | 8.1k | 375.38 |
| 2020-09-30 | $2.5M | 7.5k | 335.97 |
| 2020-06-30 | $2.5M | 8.1k | 309.73 |
| 2020-03-31 | $2.6M | 10k | 258.36 |
| 2019-12-31 | $3.6M | 11k | 323.26 |
| 2019-09-30 | $3.7M | 12k | 298.55 |
| 2019-06-30 | $3.7M | 13k | 294.75 |
| 2019-03-31 | $3.5M | 12k | 284.55 |
| 2018-12-31 | $3.2M | 13k | 251.64 |
| 2018-09-30 | $3.7M | 13k | 292.73 |
| 2018-06-30 | $3.1M | 11k | 273.05 |
| 2018-03-31 | $567k | 2.1k | 265.20 |
| 2017-12-31 | $575k | 2.1k | 268.94 |
| 2017-09-30 | $488k | 1.9k | 253.11 |
| 2017-06-30 | $469k | 1.9k | 243.26 |
| 2017-03-31 | $382k | 1.6k | 237.12 |
| 2016-12-31 | $418k | 1.9k | 224.85 |
| 2016-09-30 | $910k | 4.2k | 217.60 |
| 2016-06-30 | $687k | 3.3k | 210.61 |