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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

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Quarterly 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