iShares S&P 500 Index shares owned by Ten Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ten Capital Wealth Advisors
from 13F filings
Historical chart of Ten Capital Wealth Advisors 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 Ten Capital Wealth Advisors 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 Ten Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $11M | 25k | 445.70 |
2023-03-31 | $11M | 26k | 411.09 |
2022-12-31 | $10M | 26k | 384.21 |
2022-09-30 | $9.2M | 26k | 358.64 |
2022-06-30 | $9.5M | 25k | 379.17 |
2022-03-31 | $11M | 24k | 453.68 |
2021-12-31 | $8.0M | 17k | 477.02 |
2021-09-30 | $5.5M | 13k | 430.82 |
2021-06-30 | $2.2M | 5.0k | 429.88 |
2021-03-31 | $697k | 1.8k | 397.38 |
2020-12-31 | $268k | 714 | 375.35 |
2020-09-30 | $240k | 713 | 336.61 |
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