iShares S&P 500 Index shares owned by One + One Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by One + One Wealth Management
from 13F filings
Historical chart of One + One Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by One + One Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $256k | 486 | 525.73 |
| 2023-12-31 | $232k | 486 | 477.63 |
| 2023-09-30 | $209k | 486 | 429.43 |
| 2023-06-30 | $217k | 486 | 445.71 |
| 2022-12-31 | $204k | 530 | 384.21 |
| 2022-09-30 | $229k | 639 | 358.37 |
| 2022-06-30 | $248k | 654 | 379.20 |
| 2022-03-31 | $292k | 643 | 454.12 |
| 2021-12-31 | $256k | 536 | 477.61 |
| 2021-09-30 | $231k | 536 | 430.97 |
| 2021-06-30 | $230k | 536 | 429.10 |
| 2021-03-31 | $233k | 586 | 397.61 |
More positions owned by One + One Wealth Management
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