iShares S&P 500 Index shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 33k | 525.72 |
| 2023-12-31 | $16M | 33k | 477.63 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $14M | 30k | 445.70 |
| 2023-03-31 | $11M | 28k | 411.08 |
| 2022-12-31 | $11M | 30k | 384.21 |
| 2022-09-30 | $10M | 29k | 358.65 |
| 2022-06-30 | $7.6M | 20k | 379.14 |
| 2022-03-31 | $6.3M | 14k | 453.69 |
| 2021-12-31 | $7.0M | 15k | 476.97 |
| 2021-09-30 | $6.0M | 14k | 430.84 |
| 2021-06-30 | $6.3M | 15k | 430.07 |
| 2021-03-31 | $5.7M | 14k | 402.08 |
| 2020-12-31 | $4.1M | 11k | 375.36 |
| 2020-09-30 | $4.9M | 15k | 336.04 |
| 2020-06-30 | $4.4M | 14k | 309.67 |
| 2020-03-31 | $3.3M | 13k | 258.37 |
| 2019-12-31 | $715k | 2.7k | 268.90 |
| 2019-09-30 | $3.3M | 11k | 298.55 |
| 2019-06-30 | $3.5M | 12k | 294.76 |
| 2019-03-31 | $2.3M | 8.1k | 284.60 |
| 2018-12-31 | $348k | 1.4k | 251.26 |
| 2018-09-30 | $348k | 1.2k | 292.93 |
| 2018-06-30 | $317k | 1.2k | 273.04 |
| 2018-03-31 | $318k | 1.2k | 265.44 |
| 2017-12-31 | $715k | 2.7k | 268.90 |
| 2017-09-30 | $529k | 2.1k | 252.99 |
| 2017-06-30 | $478k | 2.0k | 243.38 |
| 2017-03-31 | $447k | 1.9k | 237.01 |
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