iShares S&P 500 Index shares owned by Prentice Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prentice Wealth Management
from 13F filings
Historical chart of Prentice Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Prentice Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $354k | 614 | 576.82 |
| 2024-06-30 | $391k | 714 | 547.23 |
| 2024-03-31 | $399k | 758 | 525.73 |
| 2023-12-31 | $395k | 826 | 477.63 |
| 2023-09-30 | $381k | 887 | 429.43 |
| 2023-06-30 | $298k | 669 | 445.71 |
| 2023-03-31 | $275k | 669 | 411.08 |
| 2022-12-31 | $257k | 669 | 384.21 |
| 2022-09-30 | $309k | 860 | 359.30 |
| 2022-03-31 | $275k | 605 | 454.55 |
| 2021-12-31 | $289k | 605 | 477.69 |
| 2021-09-30 | $261k | 605 | 431.41 |
| 2021-06-30 | $276k | 641 | 430.58 |
| 2021-03-31 | $259k | 650 | 398.46 |
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