iShares S&P 500 Index shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $338k | 591 | 571.24 |
| 2024-06-30 | $691k | 1.3k | 548.58 |
| 2023-12-31 | $557k | 1.2k | 477.67 |
| 2023-09-30 | $784k | 1.8k | 429.39 |
| 2023-06-30 | $542k | 1.2k | 445.65 |
| 2023-03-31 | $247k | 600 | 410.88 |
| 2022-12-31 | $260k | 661 | 393.45 |
| 2022-09-30 | $294k | 820 | 358.54 |
| 2022-03-31 | $537k | 1.2k | 453.55 |
| 2021-12-31 | $283k | 593 | 477.23 |
| 2021-09-30 | $294k | 679 | 432.99 |
| 2021-06-30 | $249k | 579 | 430.05 |
| 2021-03-31 | $211k | 531 | 397.36 |
| 2020-12-31 | $356k | 949 | 375.13 |
More positions owned by Strategic Wealth Designers
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