iShares S&P 500 Index shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management 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 Montz Harcus Wealth Management 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 Montz Harcus Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $842k | 1.6k | 525.67 |
2023-12-31 | $775k | 1.6k | 477.56 |
2023-09-30 | $698k | 1.6k | 429.43 |
2023-06-30 | $724k | 1.6k | 445.71 |
2023-03-31 | $666k | 1.6k | 411.11 |
2022-12-31 | $620k | 1.6k | 384.13 |
2022-09-30 | $567k | 1.6k | 358.41 |
2022-06-30 | $597k | 1.6k | 379.29 |
2022-03-31 | $711k | 1.6k | 453.44 |
2021-12-31 | $746k | 1.6k | 477.29 |
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