iShares S&P 500 Index shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealth Dimensions Group 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 Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 40k | 576.81 |
| 2024-06-30 | $22M | 40k | 547.22 |
| 2024-03-31 | $21M | 40k | 525.73 |
| 2023-12-31 | $20M | 41k | 477.63 |
| 2023-09-30 | $18M | 42k | 429.43 |
| 2023-06-30 | $19M | 42k | 445.71 |
| 2023-03-31 | $17M | 42k | 411.08 |
| 2022-12-31 | $16M | 42k | 384.21 |
| 2022-09-30 | $11M | 30k | 358.66 |
| 2022-06-30 | $11M | 28k | 379.14 |
| 2022-03-31 | $14M | 31k | 453.68 |
| 2021-12-31 | $11M | 24k | 476.98 |
| 2021-09-30 | $10M | 24k | 430.84 |
| 2021-06-30 | $11M | 24k | 429.90 |
| 2021-03-31 | $9.8M | 25k | 397.84 |
| 2020-12-31 | $9.4M | 25k | 375.37 |