iShares S&P 500 Index shares owned by Nova R Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Nova R Wealth
from 13F filings
Historical chart of Nova R Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Nova R Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 40k | 576.82 |
| 2024-06-30 | $22M | 41k | 547.23 |
| 2024-03-31 | $21M | 40k | 525.73 |
| 2023-12-31 | $19M | 39k | 477.63 |
| 2023-09-30 | $17M | 39k | 429.43 |
| 2023-06-30 | $17M | 38k | 445.71 |
| 2023-03-31 | $15M | 37k | 411.08 |
| 2022-12-31 | $13M | 34k | 384.21 |
| 2022-09-30 | $10M | 28k | 358.66 |
| 2022-06-30 | $7.1M | 19k | 379.16 |
| 2022-03-31 | $10M | 22k | 453.68 |
| 2021-12-31 | $9.5M | 20k | 477.01 |