iShares S&P 500 Index shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $179k | 311 | 576.82 |
| 2024-06-30 | $207k | 373 | 555.60 |
| 2024-03-31 | $174k | 331 | 525.73 |
| 2023-12-31 | $124k | 259 | 477.63 |
| 2023-09-30 | $83k | 194 | 429.43 |
| 2023-03-31 | $7.0k | 17 | 411.06 |
| 2021-12-31 | $220k | 461 | 477.22 |
More positions owned by Morton Brown Family Wealth
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