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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
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 $1.5M 7.0k 210.53
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

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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