iShares S&P 500 Index shares owned by Signature Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Signature Wealth Management Partners
from 13F filings
Historical chart of Signature Wealth Management Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Signature Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.7k | 525.65 |
| 2023-12-31 | $1.4M | 2.9k | 477.72 |
| 2023-09-30 | $1.2M | 2.9k | 429.47 |
| 2023-06-30 | $1.4M | 3.1k | 445.75 |
| 2023-03-31 | $1.3M | 3.2k | 411.14 |
| 2022-12-31 | $1.3M | 3.3k | 384.18 |
| 2022-09-30 | $1.2M | 3.4k | 358.80 |
| 2022-06-30 | $1.3M | 3.4k | 378.95 |
| 2022-03-31 | $1.5M | 3.4k | 453.80 |
| 2021-12-31 | $1.6M | 3.4k | 476.86 |
| 2021-09-30 | $1.5M | 3.5k | 430.95 |
| 2021-06-30 | $1.7M | 3.8k | 429.87 |
| 2021-03-31 | $1.2M | 3.0k | 397.95 |
| 2020-12-31 | $952k | 2.5k | 375.39 |
More positions owned by Signature Wealth Management Partners
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