iShares S&P 500 Index shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 30k | 576.82 |
| 2024-06-30 | $259k | 29k | 8.90 |
| 2024-03-31 | $13M | 25k | 525.72 |
| 2023-12-31 | $4.9M | 10k | 477.65 |
| 2023-09-30 | $4.4M | 10k | 429.44 |
| 2023-06-30 | $4.5M | 10k | 445.72 |
| 2023-03-31 | $420k | 1.0k | 410.86 |
| 2022-12-31 | $406k | 1.1k | 384.37 |
| 2022-09-30 | $1.3M | 3.7k | 358.55 |
| 2022-06-30 | $3.6M | 9.5k | 379.09 |
| 2022-03-31 | $13M | 28k | 453.71 |
| 2021-12-31 | $13M | 28k | 477.00 |
| 2021-09-30 | $14M | 32k | 430.82 |
| 2021-06-30 | $14M | 32k | 429.93 |
| 2021-03-31 | $13M | 33k | 397.83 |
| 2020-12-31 | $15M | 39k | 375.41 |
| 2020-09-30 | $16M | 46k | 336.06 |
| 2020-06-30 | $14M | 44k | 309.69 |
| 2020-03-31 | $10M | 40k | 258.40 |
| 2019-12-31 | $16M | 48k | 323.22 |
| 2019-09-30 | $12M | 39k | 298.53 |
| 2019-06-30 | $7.3M | 25k | 294.73 |
| 2019-03-31 | $3.5M | 12k | 284.53 |
| 2018-12-31 | $378k | 150 | 2520.00 |