iShares S&P 500 Index shares owned by Finer Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management 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 Finer Wealth Management 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 Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $448k | 853 | 525.73 |
| 2023-09-30 | $415k | 966 | 429.43 |
| 2023-06-30 | $482k | 1.1k | 445.71 |
| 2023-03-31 | $395k | 960 | 411.08 |
| 2022-12-31 | $327k | 851 | 384.21 |
| 2022-09-30 | $311k | 866 | 359.12 |
| 2022-06-30 | $328k | 866 | 378.75 |
| 2022-03-31 | $416k | 918 | 453.16 |
| 2021-12-31 | $438k | 918 | 477.12 |