iShares S&P 500 Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SkyOak Wealt 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 SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 2.4k | 525.78 |
| 2023-12-31 | $1.0M | 2.1k | 477.67 |
| 2023-09-30 | $921k | 2.1k | 429.43 |
| 2023-06-30 | $796k | 1.8k | 445.71 |
| 2023-03-31 | $816k | 2.0k | 411.08 |
| 2022-12-31 | $763k | 2.0k | 384.21 |
| 2022-09-30 | $685k | 1.9k | 358.45 |
| 2022-06-30 | $709k | 1.9k | 378.94 |
| 2022-03-31 | $808k | 1.8k | 453.68 |
| 2021-12-31 | $787k | 1.6k | 477.26 |
| 2021-09-30 | $710k | 1.6k | 430.56 |
| 2021-06-30 | $709k | 1.6k | 429.96 |
| 2021-03-31 | $691k | 1.6k | 419.04 |
| 2020-12-31 | $637k | 1.7k | 375.37 |
| 2020-09-30 | $570k | 1.7k | 335.89 |
| 2020-06-30 | $581k | 1.9k | 309.87 |
| 2020-03-31 | $664k | 2.6k | 258.37 |
| 2019-12-31 | $808k | 2.5k | 323.07 |