iShares S&P 500 Index shares owned by Money Matters Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Money Matters Financial
from 13F filings
Historical chart of Money Matters Financial 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 Money Matters Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Money Matters Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 10k | 477.65 |
| 2023-09-30 | $5.1M | 12k | 435.70 |
| 2023-06-30 | $5.5M | 12k | 448.28 |
| 2023-03-31 | $5.3M | 13k | 411.48 |
| 2022-03-31 | $3.3M | 7.4k | 453.62 |
| 2021-12-31 | $4.4M | 9.1k | 476.98 |