iShares S&P 500 Index shares owned by Minot Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Minot Wealth Management
from 13F filings
Historical chart of Minot Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Minot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $805k | 2.1k | 379.18 |
| 2022-03-31 | $1.2M | 2.7k | 453.84 |
| 2021-12-31 | $1.1M | 2.4k | 477.19 |
| 2021-09-30 | $1.1M | 2.5k | 430.91 |
| 2021-06-30 | $1.1M | 2.4k | 437.35 |
| 2021-03-31 | $464k | 1.2k | 397.94 |
| 2020-12-31 | $389k | 1.0k | 375.85 |
| 2020-09-30 | $329k | 980 | 335.71 |
| 2020-06-30 | $303k | 980 | 309.18 |
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