iShares S&P 500 Index shares owned by Madison Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Madison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.3M | 7.7k | 429.41 |
| 2023-06-30 | $3.5M | 7.8k | 445.68 |
| 2023-03-31 | $3.2M | 7.8k | 411.11 |
| 2022-12-31 | $3.0M | 7.8k | 384.22 |
| 2022-09-30 | $2.8M | 7.8k | 358.62 |
| 2022-06-30 | $3.0M | 7.9k | 379.17 |
| 2022-03-31 | $3.7M | 8.1k | 453.62 |
| 2021-12-31 | $3.8M | 8.0k | 476.94 |
| 2021-09-30 | $3.5M | 8.1k | 430.81 |
| 2021-06-30 | $3.5M | 8.1k | 429.87 |
| 2021-03-31 | $3.2M | 8.2k | 397.82 |
| 2020-12-31 | $3.1M | 8.3k | 375.33 |
| 2020-09-30 | $2.8M | 8.5k | 336.05 |
| 2020-06-30 | $2.6M | 8.5k | 309.69 |
| 2020-03-31 | $2.2M | 8.5k | 258.38 |
| 2019-12-31 | $4.2M | 13k | 323.25 |