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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
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

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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