iShares S&P 500 Index shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 28k | 576.81 |
| 2024-06-30 | $16M | 29k | 547.23 |
| 2024-03-31 | $15M | 28k | 525.73 |
| 2023-12-31 | $13M | 27k | 477.62 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $13M | 28k | 445.72 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $10M | 26k | 384.21 |
| 2022-09-30 | $9.7M | 27k | 358.66 |
| 2022-06-30 | $8.2M | 22k | 379.12 |
| 2022-03-31 | $9.8M | 22k | 453.66 |
| 2021-12-31 | $11M | 22k | 477.01 |
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