iShares S&P 500 Index shares owned by Semus Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Semus Wealth Partners
from 13F filings
Historical chart of Semus Wealth Partners investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Semus Wealth Partners 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 Semus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 9.2k | 576.80 |
| 2024-06-30 | $4.7M | 8.6k | 547.24 |
| 2024-03-31 | $4.9M | 9.4k | 525.72 |
| 2023-12-31 | $6.2M | 13k | 477.63 |
| 2023-09-30 | $5.2M | 12k | 429.45 |
| 2023-06-30 | $4.9M | 11k | 445.72 |
| 2023-03-31 | $4.3M | 10k | 411.10 |
| 2022-12-31 | $4.1M | 11k | 384.21 |