iShares S&P 500 Index shares owned by Torch Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Torch Wealth Management
from 13F filings
Historical chart of Torch Wealth Management 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 Torch Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Torch Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $257k | 797 | 322.46 |
| 2019-09-30 | $238k | 797 | 298.62 |
| 2019-06-30 | $212k | 720 | 294.44 |
| 2019-03-31 | $205k | 720 | 284.72 |
| 2018-09-30 | $211k | 720 | 293.06 |
| 2014-06-30 | $59k | 300 | 196.67 |
| 2014-03-31 | $56k | 300 | 186.67 |