iShares S&P 500 Index shares owned by PRW Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $45M | 108k | 417.45 |
| 2023-03-31 | $31M | 75k | 417.66 |
| 2022-09-30 | $37M | 103k | 358.65 |
| 2022-06-30 | $38M | 99k | 379.15 |
| 2022-03-31 | $44M | 98k | 453.69 |
| 2021-12-31 | $47M | 99k | 476.99 |
| 2021-09-30 | $39M | 90k | 430.83 |
| 2021-06-30 | $3.0M | 6.9k | 429.89 |
| 2021-03-31 | $29M | 72k | 397.82 |
| 2020-12-31 | $29M | 77k | 375.39 |
| 2020-09-30 | $25M | 73k | 336.06 |
| 2020-06-30 | $23M | 73k | 309.70 |
| 2020-03-31 | $10M | 40k | 258.40 |
| 2019-12-31 | $14M | 44k | 323.24 |
| 2019-09-30 | $13M | 44k | 298.53 |
| 2019-06-30 | $13M | 43k | 294.74 |
| 2019-03-31 | $13M | 44k | 284.55 |
| 2018-12-31 | $12M | 46k | 251.54 |