iShares S&P 500 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 3.0k | 588.70 |
| 2024-09-30 | $1.8M | 3.1k | 576.77 |
| 2024-06-30 | $1.7M | 3.1k | 547.15 |
| 2024-03-31 | $1.6M | 3.0k | 525.69 |
| 2023-12-31 | $1.2M | 2.6k | 477.66 |
| 2023-09-30 | $1.1M | 2.6k | 429.51 |
| 2023-06-30 | $1.2M | 2.6k | 445.79 |
| 2023-03-31 | $1.0M | 2.5k | 411.18 |
| 2022-12-31 | $975k | 2.5k | 384.17 |
| 2022-09-30 | $982k | 2.7k | 358.92 |
| 2022-06-30 | $1.0M | 2.7k | 378.89 |
| 2022-03-31 | $1.1M | 2.5k | 453.81 |
| 2021-12-31 | $1.2M | 2.6k | 476.79 |
| 2021-09-30 | $1.2M | 2.9k | 430.84 |
| 2021-06-30 | $1.3M | 2.9k | 429.75 |
| 2021-03-31 | $1.3M | 13k | 97.38 |
| 2020-12-31 | $1.6M | 4.3k | 375.32 |
| 2020-09-30 | $2.0M | 5.8k | 336.02 |
| 2020-06-30 | $2.4M | 7.6k | 309.65 |
| 2020-03-31 | $2.3M | 8.9k | 258.43 |
| 2019-12-31 | $2.6M | 8.0k | 323.27 |
More positions owned by Sugarloaf Wealth Management
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