iShares S&P 500 Index shares owned by Truewealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Truewealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Truewealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $17M | 56k | 309.69 |
| 2020-03-31 | $13M | 49k | 258.41 |
| 2019-12-31 | $13M | 41k | 323.24 |
| 2019-09-30 | $12M | 40k | 298.53 |
| 2019-06-30 | $12M | 39k | 294.76 |
| 2019-03-31 | $9.5M | 34k | 284.56 |
| 2018-12-31 | $7.0M | 28k | 251.63 |
| 2018-09-30 | $6.0M | 21k | 292.73 |
| 2018-06-30 | $5.5M | 20k | 273.03 |
| 2018-03-31 | $5.0M | 19k | 265.36 |
| 2017-12-31 | $5.1M | 19k | 268.85 |