iShares S&P 500 Index shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75M | 113k | 669.30 |
| 2025-06-30 | $74M | 120k | 620.90 |
| 2025-03-31 | $67M | 120k | 561.90 |
| 2024-12-31 | $69M | 117k | 588.68 |
| 2024-09-30 | $65M | 112k | 576.82 |
| 2024-06-30 | $61M | 111k | 547.23 |
| 2024-03-31 | $56M | 107k | 525.73 |
| 2023-12-31 | $46M | 96k | 477.63 |
| 2023-09-30 | $41M | 95k | 429.43 |
| 2023-06-30 | $43M | 97k | 445.71 |
| 2023-03-31 | $39M | 95k | 411.08 |
| 2022-12-31 | $35M | 90k | 384.21 |
| 2022-09-30 | $32M | 88k | 358.65 |
| 2022-06-30 | $33M | 86k | 379.15 |
| 2022-03-31 | $40M | 88k | 453.69 |
| 2021-12-31 | $44M | 91k | 476.99 |
| 2021-09-30 | $55M | 127k | 430.82 |
| 2021-06-30 | $27M | 63k | 430.05 |
| 2021-03-31 | $25M | 62k | 397.81 |
| 2020-12-31 | $12M | 32k | 375.39 |
| 2020-09-30 | $9.5M | 28k | 336.04 |
| 2020-06-30 | $7.2M | 23k | 309.67 |
| 2020-03-31 | $5.3M | 20k | 258.40 |
| 2019-12-31 | $5.7M | 18k | 323.23 |
| 2019-09-30 | $4.5M | 15k | 298.53 |
| 2019-06-30 | $4.0M | 14k | 294.77 |
| 2019-03-31 | $3.9M | 14k | 284.52 |
| 2018-12-31 | $3.3M | 13k | 251.60 |
| 2018-09-30 | $3.6M | 12k | 292.70 |
| 2018-06-30 | $3.2M | 12k | 273.03 |
| 2018-03-31 | $3.0M | 11k | 265.38 |
| 2017-12-31 | $2.9M | 11k | 268.84 |
| 2017-09-30 | $2.3M | 9.1k | 252.97 |
| 2017-06-30 | $1.9M | 7.7k | 243.44 |
| 2017-03-31 | $1.9M | 8.1k | 237.24 |
| 2016-12-31 | $1.7M | 7.8k | 225.02 |
| 2016-09-30 | $1.6M | 7.3k | 217.54 |
| 2016-06-30 | $1.4M | 6.6k | 206.65 |
| 2016-03-31 | $1.4M | 6.6k | 206.65 |
| 2015-12-31 | $635k | 3.1k | 204.71 |
| 2015-09-30 | $586k | 3.0k | 192.76 |
| 2015-06-30 | $633k | 3.1k | 207.27 |
| 2015-03-31 | $448k | 2.2k | 207.79 |
| 2014-12-31 | $177k | 857 | 206.53 |
| 2014-09-30 | $110k | 553 | 198.92 |
| 2014-06-30 | $54k | 274 | 197.08 |
| 2014-03-31 | $65k | 344 | 188.95 |
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