iShares S&P 500 Index shares owned by Sanchez Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sanchez Wealth Management Group
from 13F filings
Historical chart of Sanchez Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sanchez Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 41k | 576.81 |
| 2024-06-30 | $22M | 41k | 547.24 |
| 2024-03-31 | $22M | 41k | 525.73 |
| 2023-12-31 | $20M | 41k | 477.63 |
| 2023-09-30 | $18M | 41k | 429.43 |
| 2023-06-30 | $18M | 41k | 445.71 |
| 2023-03-31 | $17M | 41k | 411.07 |
| 2022-12-31 | $16M | 42k | 384.21 |
| 2022-09-30 | $15M | 42k | 358.64 |
| 2022-06-30 | $16M | 42k | 379.16 |
| 2022-03-31 | $19M | 41k | 453.69 |
| 2021-12-31 | $20M | 41k | 476.98 |
| 2021-09-30 | $18M | 41k | 430.82 |
| 2021-06-30 | $18M | 41k | 429.92 |
| 2021-03-31 | $16M | 41k | 397.81 |
| 2020-12-31 | $16M | 41k | 375.40 |
| 2020-09-30 | $14M | 43k | 336.05 |
| 2020-06-30 | $13M | 43k | 309.68 |
| 2020-03-31 | $11M | 43k | 258.39 |
| 2019-12-31 | $15M | 47k | 323.23 |
| 2019-09-30 | $14M | 48k | 298.52 |
| 2019-06-30 | $13M | 45k | 294.75 |
| 2019-03-31 | $12M | 44k | 284.56 |
| 2018-12-31 | $10M | 41k | 251.61 |
More positions owned by Sanchez Wealth Management Group
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