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 ExcelQuarterly reported holdings in iShares S&P 500 Index by MY Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |