iShares S&P 500 Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Simplicity Wealth 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 Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $59M | 112k | 525.73 |
| 2023-12-31 | $17M | 35k | 477.63 |
| 2023-09-30 | $11M | 25k | 429.42 |
| 2023-06-30 | $7.2M | 16k | 445.70 |
| 2023-03-31 | $6.0M | 15k | 411.07 |
| 2022-12-31 | $4.0M | 10k | 384.19 |
| 2022-09-30 | $452k | 1.3k | 358.73 |
| 2022-03-31 | $215k | 474 | 453.59 |