iShares S&P 500 Index shares owned by USAdvisors Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by USAdvisors Wealth Management
from 13F filings
Historical chart of USAdvisors Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by USAdvisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $556k | 1.1k | 525.02 |
| 2023-12-31 | $551k | 1.2k | 477.47 |
| 2023-09-30 | $426k | 993 | 429.00 |
| 2023-06-30 | $405k | 908 | 446.04 |
| 2023-03-31 | $436k | 1.1k | 410.93 |
| 2022-12-31 | $406k | 1.1k | 384.11 |
| 2022-09-30 | $338k | 941 | 359.19 |
| 2022-06-30 | $459k | 1.2k | 379.03 |
| 2022-03-31 | $579k | 1.3k | 453.76 |
| 2021-12-31 | $597k | 1.3k | 477.60 |
| 2021-09-30 | $627k | 1.5k | 431.22 |
| 2021-06-30 | $610k | 1.4k | 429.58 |
| 2020-12-31 | $221k | 590 | 374.58 |
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