iShares S&P 500 Index shares owned by Fairhaven Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fairhaven Wealth Management
from 13F filings
Historical chart of Fairhaven Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fairhaven Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $52M | 99k | 525.73 |
| 2023-12-31 | $44M | 93k | 477.63 |
| 2023-09-30 | $35M | 82k | 429.43 |
| 2023-06-30 | $35M | 79k | 445.71 |
| 2022-12-31 | $28M | 73k | 384.21 |
| 2022-09-30 | $26M | 72k | 358.65 |
| 2022-06-30 | $29M | 75k | 379.14 |
| 2022-03-31 | $33M | 74k | 453.69 |
| 2021-12-31 | $34M | 71k | 476.99 |
| 2021-09-30 | $28M | 66k | 430.83 |
| 2021-06-30 | $28M | 65k | 429.92 |
| 2021-03-31 | $25M | 64k | 397.81 |
| 2020-12-31 | $23M | 60k | 375.38 |
| 2020-09-30 | $19M | 58k | 336.06 |
| 2020-06-30 | $17M | 56k | 309.69 |
| 2020-03-31 | $13M | 50k | 258.40 |
| 2019-12-31 | $17M | 51k | 323.25 |
| 2019-09-30 | $15M | 50k | 298.53 |
| 2019-06-30 | $14M | 49k | 294.74 |
| 2019-03-31 | $14M | 48k | 284.55 |
| 2018-12-31 | $12M | 46k | 251.61 |
More positions owned by Fairhaven Wealth Management
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