iShares S&P 500 Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.1M | 16k | 525.74 |
| 2023-09-30 | $7.5M | 18k | 429.56 |
| 2023-06-30 | $7.3M | 16k | 445.72 |
| 2023-03-31 | $5.6M | 14k | 411.06 |
| 2022-12-31 | $5.3M | 14k | 384.18 |
| 2022-09-30 | $5.1M | 14k | 358.62 |
| 2022-06-30 | $2.3M | 6.1k | 379.07 |
| 2022-03-31 | $5.6M | 13k | 453.67 |
| 2021-12-31 | $7.8M | 16k | 476.94 |
| 2021-09-30 | $7.1M | 17k | 430.89 |
| 2021-06-30 | $6.8M | 16k | 429.91 |
| 2021-03-31 | $6.1M | 15k | 397.79 |
| 2020-12-31 | $5.3M | 14k | 375.44 |
| 2020-06-30 | $268k | 865 | 309.83 |
| 2020-03-31 | $352k | 1.4k | 258.44 |
| 2019-12-31 | $531k | 1.8k | 300.00 |
| 2019-09-30 | $1.9M | 6.3k | 298.54 |
| 2019-06-30 | $215k | 731 | 294.12 |