iShares S&P 500 Index shares owned by Surevest
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Surevest
from 13F filings
Historical chart of Surevest 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 Surevest consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Surevest
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $43k | 119 | 361.34 |
2022-06-30 | $45k | 119 | 378.15 |
2022-03-31 | $54k | 119 | 453.78 |
2021-12-31 | $57k | 119 | 478.99 |