iShares S&P 500 Index shares owned by MY Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MY Wealth Management
from 13F filings
Historical chart of MY Wealth Management 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 MY Wealth Management 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 MY Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 669.30 |
| 2025-06-30 | $8.0M | 13k | 620.90 |
| 2025-03-31 | $11M | 20k | 561.90 |
| 2024-12-31 | $11M | 18k | 588.68 |
| 2024-09-30 | $7.6M | 13k | 576.82 |
| 2024-03-31 | $7.0M | 13k | 525.73 |
| 2023-12-31 | $8.8M | 18k | 477.63 |
| 2023-09-30 | $5.6M | 13k | 429.43 |
| 2023-06-30 | $5.8M | 13k | 445.71 |
| 2023-03-31 | $5.1M | 13k | 411.08 |
| 2022-12-31 | $4.8M | 13k | 384.21 |
| 2022-09-30 | $224k | 625 | 358.40 |
| 2022-06-30 | $237k | 625 | 379.20 |
| 2022-03-31 | $284k | 625 | 454.40 |
| 2021-12-31 | $298k | 625 | 476.80 |