iShares S&P 500 Index shares owned by Executive Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 2.8k | 524.87 |
| 2023-12-31 | $1.5M | 3.1k | 477.67 |
| 2023-09-30 | $1.4M | 3.2k | 429.47 |
| 2023-06-30 | $1.4M | 3.2k | 445.77 |
| 2023-03-31 | $1.3M | 3.1k | 411.11 |
| 2022-12-31 | $1.9M | 4.8k | 384.28 |
| 2022-09-30 | $2.1M | 2.1k | 1000.00 |
| 2022-06-30 | $1.5M | 4.0k | 379.15 |
| 2022-03-31 | $1.1M | 2.5k | 453.75 |
| 2021-12-31 | $982k | 2.1k | 476.70 |
| 2021-09-30 | $866k | 2.0k | 430.42 |
| 2021-06-30 | $843k | 2.0k | 429.66 |
| 2021-03-31 | $769k | 1.9k | 397.83 |
| 2020-12-31 | $464k | 1.2k | 375.40 |
| 2020-09-30 | $381k | 1.1k | 335.68 |
| 2020-06-30 | $363k | 1.2k | 309.46 |
| 2020-03-31 | $433k | 1.7k | 258.05 |
| 2019-12-31 | $576k | 1.8k | 323.23 |
| 2019-09-30 | $913k | 3.1k | 298.27 |
| 2019-06-30 | $915k | 3.1k | 294.78 |
| 2019-03-31 | $818k | 2.9k | 284.72 |
| 2018-12-31 | $1.7M | 6.9k | 251.66 |
More positions owned by Executive Wealth Management
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