iShares S&P 500 Index shares owned by Strategic Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Wealth Management Group
from 13F filings
Historical chart of Strategic Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $33M | 77k | 429.91 |
| 2021-03-31 | $26M | 65k | 397.82 |
| 2020-12-31 | $24M | 63k | 375.40 |
| 2020-09-30 | $20M | 60k | 336.07 |
| 2020-06-30 | $7.4M | 24k | 309.68 |
| 2020-03-31 | $4.7M | 18k | 258.39 |
| 2019-12-31 | $4.2M | 13k | 323.25 |
| 2019-09-30 | $1.4M | 4.6k | 298.62 |
More positions owned by Strategic Wealth Management Group
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