iShares S&P 500 Index shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $548k | 1.0k | 526.05 |
| 2023-12-31 | $492k | 1.0k | 477.91 |
| 2023-09-30 | $428k | 996 | 429.65 |
| 2023-06-30 | $489k | 1.1k | 445.91 |
| 2023-03-31 | $491k | 1.2k | 411.24 |
| 2022-12-31 | $463k | 1.2k | 384.34 |
| 2022-09-30 | $394k | 1.1k | 358.83 |
| 2022-06-30 | $487k | 1.3k | 379.58 |
| 2022-03-31 | $578k | 1.3k | 453.69 |
| 2021-12-31 | $586k | 1.2k | 476.81 |
| 2021-09-30 | $488k | 1.1k | 431.10 |
| 2021-06-30 | $457k | 1.1k | 429.51 |
| 2021-03-31 | $423k | 1.1k | 397.56 |
| 2020-12-31 | $354k | 943 | 375.40 |
| 2020-09-30 | $291k | 865 | 336.42 |
| 2020-06-30 | $266k | 842 | 315.91 |
| 2020-03-31 | $218k | 842 | 258.91 |
| 2019-12-31 | $267k | 827 | 322.85 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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