iShares S&P 500 Index shares owned by Alaethes Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alaethes Wealth
from 13F filings
Historical chart of Alaethes Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Alaethes Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $937k | 1.8k | 525.73 |
| 2023-12-31 | $1.1M | 2.3k | 477.63 |
| 2023-09-30 | $917k | 2.1k | 429.43 |
| 2023-06-30 | $1000k | 2.2k | 445.71 |
| 2023-03-31 | $902k | 2.2k | 411.08 |
| 2022-12-31 | $406k | 1.1k | 384.03 |
| 2022-09-30 | $399k | 1.1k | 358.49 |
| 2022-06-30 | $413k | 1.1k | 379.25 |
| 2022-03-31 | $490k | 1.1k | 453.28 |
| 2021-12-31 | $483k | 1.0k | 476.80 |
| 2021-09-30 | $403k | 936 | 430.56 |
| 2021-06-30 | $370k | 861 | 429.73 |
| 2021-03-31 | $439k | 1.1k | 398.37 |