iShares S&P 500 Index shares owned by Selective Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 12k | 575.96 |
| 2024-06-30 | $6.9M | 12k | 558.92 |
| 2024-03-31 | $6.5M | 13k | 516.74 |
| 2023-12-31 | $6.1M | 13k | 469.55 |
| 2023-09-30 | $5.8M | 14k | 426.55 |
| 2023-06-30 | $5.8M | 13k | 441.96 |
| 2022-12-31 | $5.3M | 13k | 397.71 |
| 2022-09-30 | $3.8M | 11k | 358.65 |
| 2022-06-30 | $2.4M | 6.4k | 379.19 |
| 2022-03-31 | $933k | 2.1k | 453.79 |
| 2021-12-31 | $925k | 1.9k | 477.30 |
| 2021-09-30 | $729k | 1.7k | 430.60 |
| 2021-06-30 | $761k | 1.8k | 429.94 |
| 2021-03-31 | $863k | 2.2k | 398.06 |
| 2020-12-31 | $893k | 2.4k | 375.37 |
| 2020-09-30 | $810k | 2.4k | 336.24 |
| 2020-06-30 | $819k | 2.6k | 309.88 |
| 2020-03-31 | $589k | 2.3k | 259.08 |
| 2019-12-31 | $929k | 2.9k | 323.38 |
| 2019-09-30 | $853k | 2.9k | 298.33 |
| 2019-06-30 | $1000k | 3.4k | 294.81 |
More positions owned by Selective Wealth Management
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