iShares S&P 500 Index shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $82M | 155k | 525.73 |
| 2023-12-31 | $96M | 201k | 477.63 |
| 2023-09-30 | $75M | 175k | 431.41 |
| 2023-06-30 | $63M | 141k | 445.71 |
| 2023-03-31 | $58M | 141k | 411.08 |
| 2022-12-31 | $53M | 137k | 384.21 |
| 2022-09-30 | $54M | 150k | 358.65 |
| 2022-06-30 | $55M | 146k | 379.15 |
| 2022-03-31 | $76M | 168k | 453.69 |
| 2021-12-31 | $57M | 120k | 476.99 |
| 2021-09-30 | $41M | 95k | 430.82 |
| 2021-06-30 | $48M | 112k | 429.92 |
| 2021-03-31 | $41M | 103k | 397.82 |
| 2020-12-31 | $2.5M | 6.5k | 375.44 |
| 2020-09-30 | $32M | 96k | 336.06 |
| 2020-06-30 | $47M | 150k | 309.69 |
| 2020-03-31 | $33M | 128k | 258.40 |
| 2019-12-31 | $45M | 138k | 323.24 |
More positions owned by Steel Peak Wealth Management
View all positions for Steel Peak Wealth Management