iShares S&P 500 Index shares owned by Unique Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $91M | 158k | 576.82 |
| 2024-06-30 | $92M | 168k | 547.23 |
| 2024-03-31 | $88M | 168k | 525.73 |
| 2023-12-31 | $78M | 164k | 477.63 |
| 2023-09-30 | $59M | 138k | 429.43 |
| 2023-06-30 | $62M | 138k | 445.71 |
| 2023-03-31 | $56M | 136k | 411.08 |
| 2022-12-31 | $46M | 120k | 384.21 |