iShares S&P 500 Index shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by OptiFour Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $687k | 2.1k | 323.45 |
| 2019-09-30 | $634k | 2.1k | 298.49 |
| 2019-06-30 | $626k | 2.1k | 294.73 |
| 2019-03-31 | $604k | 2.1k | 284.37 |
| 2018-12-31 | $549k | 2.2k | 251.49 |
| 2018-09-30 | $587k | 2.0k | 292.62 |
| 2018-06-30 | $548k | 2.0k | 273.18 |
| 2018-03-31 | $532k | 2.0k | 265.20 |
| 2017-12-31 | $542k | 2.0k | 268.85 |
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