iShares S&P 500 Index shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 3.6k | 525.67 |
| 2023-12-31 | $1.6M | 3.4k | 477.67 |
| 2023-09-30 | $1.5M | 3.4k | 429.43 |
| 2023-06-30 | $1.5M | 3.4k | 445.71 |
| 2023-03-31 | $1.9M | 4.6k | 411.04 |
| 2022-12-31 | $1.7M | 4.5k | 384.22 |
| 2022-09-30 | $1.7M | 4.8k | 358.66 |
| 2022-06-30 | $1.7M | 4.5k | 379.11 |
| 2022-03-31 | $1.9M | 4.1k | 453.81 |
| 2021-12-31 | $2.0M | 4.1k | 477.02 |
| 2021-09-30 | $1.9M | 4.4k | 430.86 |
| 2021-06-30 | $2.0M | 4.4k | 440.33 |
| 2021-03-31 | $1.2M | 3.1k | 397.64 |
| 2020-12-31 | $1.1M | 3.1k | 375.37 |
| 2020-09-30 | $981k | 2.9k | 336.19 |
| 2020-06-30 | $890k | 2.9k | 309.57 |
| 2020-03-31 | $746k | 2.9k | 258.40 |
| 2019-12-31 | $920k | 2.8k | 323.15 |
More positions owned by Regent Peak Wealth Advisors
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