iShares S&P 500 Index shares owned by TL Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TL Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $396k | 695 | 570.21 |
| 2024-06-30 | $407k | 717 | 567.91 |
| 2024-03-31 | $373k | 715 | 521.66 |
| 2023-12-31 | $377k | 790 | 477.38 |
| 2023-09-30 | $343k | 789 | 434.45 |
| 2023-06-30 | $358k | 810 | 441.86 |
| 2023-03-31 | $332k | 807 | 411.23 |
| 2022-12-31 | $331k | 849 | 389.52 |
| 2022-09-30 | $298k | 824 | 361.65 |
| 2022-06-30 | $313k | 817 | 383.11 |
| 2022-03-31 | $390k | 886 | 440.18 |
| 2021-12-31 | $386k | 883 | 437.15 |
| 2021-09-30 | $425k | 928 | 457.97 |
| 2021-06-30 | $398k | 925 | 430.27 |
| 2021-03-31 | $397k | 961 | 413.11 |
| 2020-12-31 | $394k | 1.0k | 384.77 |
| 2020-09-30 | $381k | 1.1k | 353.43 |
| 2020-06-30 | $358k | 1.1k | 324.86 |
| 2020-03-31 | $429k | 1.5k | 286.76 |
| 2019-12-31 | $501k | 1.5k | 336.47 |