iShares S&P 500 Index shares owned by Segment Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 5.3k | 525.74 |
| 2023-12-31 | $2.5M | 5.2k | 477.60 |
| 2023-09-30 | $2.2M | 5.1k | 429.45 |
| 2023-06-30 | $2.3M | 5.1k | 445.73 |
| 2023-03-31 | $2.1M | 5.1k | 411.08 |
| 2022-12-31 | $2.0M | 5.1k | 384.18 |
| 2022-09-30 | $1.8M | 5.1k | 358.75 |
| 2022-06-30 | $1.9M | 5.1k | 379.14 |
| 2022-03-31 | $2.3M | 5.1k | 453.71 |
| 2021-12-31 | $2.4M | 5.1k | 477.03 |
| 2021-09-30 | $2.2M | 5.1k | 430.71 |
| 2021-06-30 | $2.2M | 5.1k | 429.92 |
| 2021-03-31 | $2.0M | 5.1k | 397.83 |
| 2020-12-31 | $1.9M | 5.1k | 375.39 |
| 2020-09-30 | $1.7M | 5.1k | 336.09 |
| 2020-06-30 | $1.6M | 5.1k | 309.60 |
| 2020-03-31 | $1.2M | 4.8k | 258.16 |
| 2019-12-31 | $1.5M | 4.8k | 323.11 |
| 2019-09-30 | $1.1M | 3.7k | 298.65 |
| 2019-06-30 | $890k | 3.0k | 294.55 |
| 2019-03-31 | $883k | 3.1k | 284.76 |
| 2018-12-31 | $775k | 3.1k | 251.44 |
| 2018-09-30 | $903k | 3.1k | 292.71 |
| 2018-06-30 | $781k | 2.9k | 273.12 |
| 2018-03-31 | $761k | 2.9k | 265.38 |
| 2017-12-31 | $771k | 2.9k | 268.59 |
| 2017-09-30 | $742k | 2.9k | 252.97 |
| 2017-06-30 | $713k | 2.9k | 243.51 |
| 2017-03-31 | $237k | 1.0k | 237.00 |
| 2016-12-31 | $225k | 1.0k | 225.00 |
| 2016-09-30 | $218k | 1.0k | 218.00 |
| 2016-06-30 | $211k | 1.0k | 211.00 |
| 2016-03-31 | $207k | 1.0k | 207.00 |
| 2015-12-31 | $205k | 1.0k | 205.00 |
| 2015-06-30 | $207k | 1.0k | 207.00 |
| 2015-03-31 | $208k | 1.0k | 208.00 |
| 2014-12-31 | $302k | 1.5k | 206.85 |
| 2014-09-30 | $293k | 1.5k | 198.24 |
| 2014-06-30 | $291k | 1.5k | 196.89 |
| 2012-12-31 | $143k | 1.0k | 143.00 |