iShares S&P 500 Index shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by My Purposeful Wealth Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 39k | 576.83 |
| 2024-06-30 | $21M | 38k | 547.23 |
| 2024-03-31 | $17M | 33k | 525.73 |
| 2023-12-31 | $8.8M | 19k | 477.62 |
| 2023-09-30 | $6.6M | 15k | 429.42 |
| 2023-06-30 | $831k | 1.9k | 445.70 |
| 2023-03-31 | $659k | 1.6k | 411.14 |
| 2022-12-31 | $678k | 1.8k | 384.31 |
More positions owned by My Purposeful Wealth Corp.
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