iShares S&P 500 Index shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $437k | 758 | 576.64 |
| 2024-06-30 | $378k | 691 | 547.05 |
| 2024-03-31 | $361k | 688 | 525.35 |
| 2023-12-31 | $320k | 669 | 477.74 |
| 2023-09-30 | $286k | 665 | 429.74 |
| 2023-06-30 | $297k | 665 | 446.03 |
| 2023-03-31 | $273k | 664 | 411.20 |
| 2022-12-31 | $255k | 662 | 384.49 |
| 2022-09-30 | $236k | 658 | 358.66 |
| 2022-06-30 | $250k | 658 | 379.94 |
More positions owned by Strategic Family Wealth Counselors
View all positions for Strategic Family Wealth Counselors