iShares S&P 500 Index shares owned by Altus Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Altus Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 18k | 525.73 |
| 2023-12-31 | $7.8M | 16k | 477.63 |
| 2023-09-30 | $6.9M | 16k | 429.43 |
| 2023-06-30 | $3.7M | 8.4k | 445.71 |
| 2023-03-31 | $3.2M | 7.9k | 411.08 |
| 2022-12-31 | $3.0M | 7.7k | 384.21 |