iShares S&P 500 Index shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $201k | 421 | 476.70 |
| 2022-06-30 | $205k | 450 | 455.56 |
| 2022-03-31 | $205k | 450 | 455.56 |
| 2021-12-31 | $215k | 448 | 479.91 |
| 2021-06-30 | $452k | 1.1k | 429.66 |
| 2021-03-31 | $2.0M | 5.0k | 407.59 |
| 2020-12-31 | $5.7M | 15k | 380.12 |
| 2019-12-31 | $975k | 3.0k | 323.71 |