iShares S&P 500 Index shares owned by Mycio Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mycio Wealth Partners
from 13F filings
Historical chart of Mycio Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mycio Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Mycio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 26k | 477.62 |
| 2023-09-30 | $10M | 24k | 429.43 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $10M | 25k | 411.08 |
| 2022-12-31 | $9.7M | 25k | 384.20 |
| 2022-09-30 | $7.5M | 21k | 359.22 |
| 2022-06-30 | $7.9M | 21k | 379.14 |
| 2022-03-31 | $10M | 23k | 453.66 |
| 2021-12-31 | $10M | 21k | 477.00 |
| 2021-09-30 | $8.9M | 21k | 430.82 |
| 2021-06-30 | $7.5M | 17k | 429.92 |
| 2021-03-31 | $6.8M | 17k | 397.82 |
| 2020-12-31 | $5.6M | 15k | 375.38 |
| 2020-09-30 | $4.7M | 14k | 336.08 |
| 2020-06-30 | $4.3M | 14k | 309.70 |
| 2020-03-31 | $3.6M | 14k | 258.40 |
| 2019-12-31 | $114M | 352k | 323.24 |
| 2019-09-30 | $106M | 355k | 298.52 |
| 2019-06-30 | $105M | 355k | 294.75 |
| 2019-03-31 | $104M | 365k | 284.56 |
| 2018-12-31 | $93M | 370k | 251.61 |
| 2018-09-30 | $110M | 374k | 292.73 |
| 2018-06-30 | $101M | 370k | 273.05 |
| 2018-03-31 | $99M | 373k | 265.37 |
| 2017-12-31 | $103M | 384k | 268.85 |
| 2017-09-30 | $97M | 384k | 252.93 |
| 2017-06-30 | $90M | 379k | 237.27 |
| 2017-03-31 | $90M | 379k | 237.27 |
| 2016-12-31 | $83M | 371k | 224.99 |
| 2016-09-30 | $51M | 232k | 217.56 |
| 2016-06-30 | $47M | 224k | 210.50 |
| 2016-03-31 | $43M | 209k | 206.65 |
| 2015-12-31 | $40M | 197k | 204.87 |
| 2015-09-30 | $37M | 193k | 192.71 |
| 2015-06-30 | $39M | 190k | 207.22 |
| 2015-03-31 | $39M | 189k | 207.83 |
| 2014-12-31 | $40M | 193k | 206.87 |
| 2014-09-30 | $39M | 198k | 198.26 |
| 2014-06-30 | $39M | 199k | 197.00 |
| 2014-03-31 | $39M | 208k | 188.14 |
| 2013-12-31 | $38M | 204k | 185.65 |
| 2013-09-30 | $35M | 204k | 168.90 |
| 2013-06-30 | $33M | 207k | 160.88 |