iShares S&P 500 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $848k | 1.6k | 525.73 |
| 2023-12-31 | $985k | 2.1k | 477.63 |
| 2023-09-30 | $950k | 2.2k | 429.43 |
| 2023-06-30 | $986k | 2.2k | 445.58 |
| 2023-03-31 | $918k | 2.2k | 411.08 |
| 2022-12-31 | $936k | 2.4k | 384.21 |
| 2022-09-30 | $814k | 2.3k | 358.59 |
| 2022-06-30 | $861k | 2.3k | 379.30 |
| 2022-03-31 | $1.0M | 2.3k | 453.74 |
| 2021-12-31 | $1.1M | 2.2k | 477.06 |
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