iShares S&P 500 Index shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 34k | 576.82 |
| 2024-06-30 | $8.7M | 16k | 547.24 |
| 2024-03-31 | $7.6M | 14k | 525.71 |
| 2023-12-31 | $6.7M | 14k | 477.63 |
| 2023-09-30 | $5.6M | 13k | 429.45 |
| 2023-06-30 | $5.6M | 13k | 445.68 |
| 2022-12-31 | $4.0M | 10k | 384.25 |
| 2022-09-30 | $3.8M | 11k | 358.67 |
| 2022-06-30 | $3.9M | 10k | 379.14 |
| 2022-03-31 | $4.5M | 10k | 453.68 |
| 2021-12-31 | $4.5M | 9.4k | 476.95 |
More positions owned by Tyler-Stone Wealth Management
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