iShares S&P 500 Index shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $835k | 1.2k | 669.30 |
| 2025-06-30 | $910k | 1.5k | 620.90 |
| 2025-03-31 | $813k | 1.4k | 561.90 |
| 2024-12-31 | $844k | 1.4k | 588.68 |
| 2024-09-30 | $883k | 1.5k | 576.82 |
| 2024-03-31 | $801k | 1.5k | 525.73 |
| 2023-09-30 | $655k | 1.5k | 429.43 |
| 2023-06-30 | $628k | 1.4k | 445.71 |
| 2023-03-31 | $578k | 1.4k | 411.08 |
| 2022-12-31 | $522k | 1.4k | 384.21 |
| 2022-09-30 | $501k | 1.4k | 358.37 |
| 2022-06-30 | $570k | 1.5k | 382.55 |
| 2022-03-31 | $460k | 1.0k | 459.08 |
| 2021-12-31 | $348k | 730 | 476.71 |
| 2021-09-30 | $318k | 730 | 435.62 |
| 2021-06-30 | $324k | 730 | 443.84 |
| 2021-03-31 | $290k | 730 | 397.26 |
| 2020-12-31 | $297k | 791 | 375.47 |
| 2020-09-30 | $296k | 880 | 336.36 |
| 2020-06-30 | $273k | 880 | 310.23 |
| 2020-03-31 | $227k | 880 | 257.95 |
| 2019-12-31 | $307k | 950 | 323.16 |
| 2019-09-30 | $299k | 1.0k | 299.00 |
| 2019-06-30 | $295k | 1.0k | 295.00 |
| 2019-03-31 | $285k | 1.0k | 285.00 |
More positions owned by Shakespeare Wealth Management
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