iShares S&P 500 Index shares owned by Wealth Enhancement & Preservation of GA
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Enhancement & Preservation of GA
from 13F filings
Historical chart of Wealth Enhancement & Preservation of GA investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Enhancement & Preservation of GA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $203k | 456 | 445.92 |
| 2022-12-31 | $1.4M | 3.7k | 384.17 |
| 2022-09-30 | $1.1M | 3.0k | 358.73 |
| 2022-06-30 | $4.2M | 11k | 380.88 |
| 2022-03-31 | $18M | 40k | 453.69 |
| 2021-12-31 | $9.7M | 20k | 477.01 |
| 2021-09-30 | $15M | 34k | 430.81 |
| 2021-06-30 | $8.4M | 20k | 429.94 |
| 2021-03-31 | $7.9M | 19k | 414.35 |
| 2020-12-31 | $5.6M | 15k | 375.42 |
| 2020-09-30 | $5.7M | 17k | 334.61 |
| 2020-03-31 | $242k | 934 | 259.10 |
| 2019-12-31 | $302k | 934 | 323.34 |
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