iShares S&P 500 Index shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $4.0M | 11k | 375.40 |
| 2020-09-30 | $3.6M | 11k | 336.02 |
| 2020-06-30 | $3.3M | 11k | 309.70 |
| 2020-03-31 | $2.5M | 9.6k | 258.40 |
| 2019-12-31 | $2.9M | 9.0k | 323.22 |
| 2019-09-30 | $2.7M | 9.2k | 298.50 |
| 2019-06-30 | $2.4M | 8.1k | 294.77 |
| 2019-03-31 | $2.3M | 8.1k | 284.58 |
| 2018-12-31 | $1.3M | 5.1k | 251.70 |
| 2018-09-30 | $1.5M | 5.1k | 292.74 |
| 2018-06-30 | $1.4M | 5.1k | 273.01 |
| 2018-03-31 | $1.2M | 4.7k | 252.90 |
| 2017-12-31 | $1.3M | 5.0k | 268.86 |
| 2017-09-30 | $1.2M | 4.7k | 252.90 |
| 2017-06-30 | $1.1M | 4.6k | 243.38 |
| 2017-03-31 | $1.0M | 4.3k | 237.27 |
| 2016-12-31 | $813k | 3.6k | 225.08 |
| 2016-09-30 | $771k | 3.5k | 217.61 |
| 2016-06-30 | $804k | 3.8k | 210.58 |
| 2016-03-31 | $683k | 3.3k | 206.59 |
| 2015-12-31 | $611k | 3.0k | 205.03 |
| 2015-09-30 | $704k | 3.7k | 192.61 |
| 2015-06-30 | $757k | 3.7k | 207.11 |
| 2015-03-31 | $732k | 3.5k | 207.72 |
| 2014-12-31 | $737k | 3.6k | 206.96 |
| 2014-09-30 | $701k | 3.5k | 198.30 |
| 2014-06-30 | $687k | 3.5k | 197.07 |
| 2014-03-31 | $656k | 3.5k | 188.18 |
| 2013-12-31 | $609k | 3.3k | 185.61 |
More positions owned by SVA Plumb Wealth Management
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