iShares S&P 500 Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $278k | 528 | 525.73 |
| 2023-12-31 | $252k | 528 | 477.63 |
| 2023-09-30 | $227k | 528 | 429.43 |
| 2023-06-30 | $235k | 528 | 445.71 |
| 2023-03-31 | $1.2k | 3 | 411.00 |
| 2022-12-31 | $1.2k | 3 | 384.33 |
| 2022-09-30 | $999 | 3 | 333.33 |
| 2022-06-30 | $999 | 3 | 333.33 |
| 2022-03-31 | $999 | 3 | 333.33 |
| 2021-12-31 | $267k | 559 | 477.64 |
| 2021-09-30 | $216k | 501 | 431.14 |
| 2021-06-30 | $215k | 501 | 429.14 |
| 2021-03-31 | $193k | 486 | 397.12 |
| 2020-12-31 | $183k | 486 | 376.54 |
| 2016-03-31 | $60k | 290 | 206.90 |
More positions owned by WealthTrust DunckerStreett
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