iShares S&P 500 Index shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $457k | 793 | 576.82 |
| 2024-06-30 | $434k | 793 | 547.23 |
| 2024-03-31 | $726k | 1.4k | 525.73 |
| 2023-12-31 | $660k | 1.4k | 477.63 |
| 2023-09-30 | $593k | 1.4k | 429.43 |
| 2023-06-30 | $616k | 1.4k | 445.71 |
| 2023-03-31 | $568k | 1.4k | 411.08 |
| 2022-12-31 | $531k | 1.4k | 384.21 |
| 2022-09-30 | $495k | 1.4k | 358.44 |
| 2022-06-30 | $524k | 1.4k | 379.44 |
| 2022-03-31 | $627k | 1.4k | 454.02 |
| 2021-12-31 | $659k | 1.4k | 477.19 |
| 2021-09-30 | $595k | 1.4k | 430.85 |
| 2021-06-30 | $594k | 1.4k | 430.12 |
| 2021-03-31 | $549k | 1.4k | 397.54 |
| 2020-12-31 | $518k | 1.4k | 375.09 |
| 2020-09-30 | $464k | 1.4k | 335.99 |
| 2020-06-30 | $428k | 1.4k | 309.92 |
| 2020-03-31 | $357k | 1.4k | 258.51 |
| 2019-12-31 | $420k | 1.3k | 323.08 |
| 2019-09-30 | $393k | 1.3k | 298.86 |
| 2019-06-30 | $388k | 1.3k | 295.06 |
| 2019-03-31 | $374k | 1.3k | 284.41 |
| 2018-12-31 | $319k | 1.3k | 251.58 |
| 2018-09-30 | $352k | 1.3k | 277.60 |
| 2018-06-30 | $352k | 1.3k | 277.60 |
| 2018-03-31 | $341k | 1.3k | 268.93 |
| 2017-12-31 | $678k | 2.5k | 268.73 |
More positions owned by Personal Resources Investment & Strategic Management
View all positions for Personal Resources Investment & Strategic Management