iShares S&P 500 Index shares owned by TMD Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TMD Wealth Management
from 13F filings
Historical chart of TMD Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TMD Wealth Management 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 TMD Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $225k | 411 | 547.23 |
| 2024-03-31 | $216k | 411 | 525.73 |
| 2023-06-30 | $222k | 499 | 445.71 |
| 2023-03-31 | $380k | 925 | 411.08 |
| 2022-12-31 | $327k | 852 | 384.21 |
| 2022-09-30 | $306k | 852 | 359.15 |
| 2022-06-30 | $1.1M | 2.8k | 379.03 |
| 2022-03-31 | $1.8M | 3.9k | 453.76 |