iShares S&P 500 Index shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $638k | 1.2k | 525.73 |
2023-12-31 | $594k | 1.2k | 477.63 |
2023-09-30 | $564k | 1.3k | 429.49 |
2023-06-30 | $637k | 1.4k | 445.71 |
2023-03-31 | $587k | 1.4k | 411.08 |
2022-12-31 | $569k | 1.5k | 384.21 |
2022-09-30 | $592k | 1.7k | 358.35 |
2022-06-30 | $639k | 1.7k | 379.00 |
2022-03-31 | $700k | 1.5k | 453.96 |
2021-12-31 | $667k | 1.4k | 476.77 |
2021-09-30 | $641k | 1.5k | 430.78 |
2021-06-30 | $682k | 1.6k | 429.74 |
2021-03-31 | $639k | 1.6k | 397.64 |
2020-12-31 | $603k | 1.6k | 375.23 |
2020-09-30 | $623k | 1.9k | 335.85 |
2020-06-30 | $769k | 2.5k | 309.71 |
2020-03-31 | $499k | 1.9k | 258.15 |
2019-12-31 | $561k | 1.7k | 323.16 |
2019-09-30 | $333k | 1.1k | 298.92 |
2019-06-30 | $226k | 766 | 295.04 |
2019-03-31 | $218k | 766 | 284.60 |
2013-12-31 | $108k | 580 | 186.21 |
2013-09-30 | $93k | 580 | 160.34 |
2013-06-30 | $93k | 580 | 160.34 |
2013-03-31 | $91k | 580 | 156.90 |
2012-12-31 | $83k | 580 | 143.10 |
2012-09-30 | $84k | 580 | 144.83 |
2012-06-30 | $79k | 580 | 136.21 |
2012-03-31 | $82k | 580 | 141.38 |
2011-12-31 | $73k | 580 | 125.86 |
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