iShares S&P 500 Index shares owned by TCWP
Historical chart of TCWP investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TCWP consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by TCWP
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $282k | 591 | 477.63 |
| 2023-09-30 | $585k | 1.4k | 429.48 |
| 2023-06-30 | $635k | 1.4k | 445.73 |
| 2023-03-31 | $696k | 1.7k | 411.07 |
| 2022-12-31 | $656k | 1.7k | 384.24 |
| 2022-09-30 | $1.9M | 5.2k | 358.54 |
| 2022-06-30 | $2.5M | 6.5k | 379.02 |
| 2022-03-31 | $2.9M | 6.4k | 453.70 |
| 2021-12-31 | $3.8M | 8.0k | 476.91 |