iShares S&P 500 Index shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by National Wealth Management Group 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 National Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.9M | 6.1k | 477.61 |
2023-09-30 | $2.2M | 5.0k | 429.46 |
2023-06-30 | $2.2M | 5.0k | 451.19 |
2023-03-31 | $2.1M | 5.0k | 413.39 |
2022-12-31 | $826k | 2.2k | 384.19 |
2022-09-30 | $443k | 1.2k | 358.65 |
2022-06-30 | $438k | 1.2k | 379.15 |
2022-03-31 | $946k | 2.1k | 453.71 |
2021-12-31 | $1.2M | 2.5k | 476.95 |
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