iShares S&P 500 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $70M | 146k | 477.63 |
| 2023-09-30 | $69M | 161k | 429.43 |
| 2023-06-30 | $38M | 86k | 445.71 |
| 2023-03-31 | $26M | 68k | 384.37 |
| 2022-12-31 | $26M | 68k | 384.21 |
| 2022-09-30 | $20M | 55k | 358.65 |
| 2022-06-30 | $19M | 50k | 379.16 |
| 2022-03-31 | $19M | 42k | 453.68 |
| 2021-12-31 | $7.3M | 15k | 477.00 |
| 2021-09-30 | $6.4M | 15k | 430.83 |
| 2021-06-30 | $4.3M | 9.9k | 429.94 |
| 2021-03-31 | $1.8M | 4.5k | 397.90 |
| 2020-12-31 | $905k | 2.4k | 375.36 |
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