iShares S&P 500 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $752k | 1.4k | 547.23 |
| 2024-03-31 | $722k | 1.4k | 525.73 |
| 2023-12-31 | $642k | 1.3k | 477.63 |
| 2023-09-30 | $483k | 1.1k | 429.43 |
| 2023-06-30 | $534k | 1.2k | 445.71 |
| 2023-03-31 | $524k | 1.3k | 411.08 |
| 2022-12-31 | $490k | 1.3k | 384.21 |
| 2022-09-30 | $471k | 1.3k | 358.99 |
| 2022-06-30 | $504k | 1.3k | 379.23 |
| 2022-03-31 | $603k | 1.3k | 453.72 |
| 2021-12-31 | $561k | 1.2k | 476.64 |
| 2021-09-30 | $486k | 1.1k | 430.47 |
| 2021-06-30 | $472k | 1.1k | 430.26 |
| 2021-03-31 | $435k | 1.1k | 397.62 |
| 2020-12-31 | $411k | 1.1k | 375.69 |
| 2020-09-30 | $301k | 896 | 335.94 |
| 2020-06-30 | $416k | 1.3k | 309.75 |
| 2020-03-31 | $347k | 1.3k | 258.38 |
| 2019-12-31 | $595k | 1.8k | 323.02 |
| 2019-09-30 | $541k | 1.8k | 298.40 |
| 2019-06-30 | $523k | 1.8k | 294.98 |
| 2019-03-31 | $490k | 1.7k | 284.55 |
| 2018-12-31 | $432k | 1.7k | 251.60 |