iShares S&P 500 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors 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 Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Monograph Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $686k | 1.4k | 477.63 |
2023-09-30 | $620k | 1.4k | 431.42 |
2023-06-30 | $641k | 1.4k | 445.71 |
2023-03-31 | $615k | 1.5k | 411.08 |
2022-12-31 | $290k | 754 | 384.62 |
2022-09-30 | $270k | 754 | 358.09 |
2022-06-30 | $286k | 754 | 379.31 |
2022-03-31 | $342k | 754 | 453.58 |
2021-12-31 | $360k | 754 | 477.45 |