iShares S&P 500 Index shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Spire 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 Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $147M | 279k | 525.73 |
| 2023-12-31 | $141M | 290k | 484.68 |
| 2023-09-30 | $116M | 271k | 429.43 |
| 2023-06-30 | $113M | 254k | 445.71 |
| 2023-03-31 | $98M | 239k | 411.09 |
| 2022-12-31 | $66M | 172k | 384.21 |
| 2022-09-30 | $61M | 171k | 358.63 |
| 2022-06-30 | $84M | 221k | 379.15 |
| 2022-03-31 | $140M | 308k | 454.58 |
| 2021-12-31 | $130M | 272k | 478.33 |
| 2021-09-30 | $111M | 258k | 430.89 |
| 2021-06-30 | $108M | 251k | 430.91 |
| 2021-03-31 | $102M | 257k | 397.02 |