iShares S&P 500 Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Oak Harbor 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $411k | 713 | 576.82 |
| 2024-06-30 | $402k | 735 | 547.23 |
| 2024-03-31 | $386k | 735 | 525.73 |
| 2023-12-31 | $351k | 735 | 477.63 |
| 2023-09-30 | $426k | 993 | 429.43 |
| 2023-06-30 | $643k | 1.4k | 445.71 |
| 2023-03-31 | $617k | 1.5k | 411.08 |
| 2022-12-31 | $577k | 1.5k | 384.21 |
| 2022-09-30 | $409k | 1.1k | 358.46 |
| 2022-06-30 | $433k | 1.1k | 379.49 |
| 2022-03-31 | $518k | 1.1k | 453.99 |
| 2021-12-31 | $544k | 1.1k | 476.77 |
More positions owned by Oak Harbor Wealth Partners
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