iShares S&P 500 Index shares owned by Seaside Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Seaside Wealth Management
from 13F filings
Historical chart of Seaside Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Seaside 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 Seaside Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $811k | 1.4k | 576.86 |
| 2024-03-31 | $760k | 1.4k | 525.71 |
| 2023-12-31 | $806k | 1.7k | 477.75 |
| 2023-09-30 | $688k | 1.6k | 429.43 |
| 2023-06-30 | $714k | 1.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.26 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $1.1M | 2.8k | 387.96 |
| 2022-06-30 | $1.2M | 2.9k | 414.64 |