iShares S&P 500 Index shares owned by Smith Shellnut Wilson
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith Shellnut Wilson
from 13F filings
Historical chart of Smith Shellnut Wilson 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 Smith Shellnut Wilson 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 Smith Shellnut Wilson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 30k | 525.73 |
| 2023-12-31 | $15M | 31k | 477.63 |
| 2023-09-30 | $13M | 31k | 429.44 |
| 2023-06-30 | $13M | 30k | 445.72 |
| 2023-03-31 | $12M | 30k | 411.08 |
| 2022-12-31 | $12M | 30k | 384.21 |
| 2022-09-30 | $11M | 31k | 358.65 |
| 2022-06-30 | $12M | 31k | 379.16 |
| 2022-03-31 | $15M | 34k | 453.71 |
| 2021-12-31 | $15M | 32k | 476.99 |
| 2021-09-30 | $15M | 35k | 430.83 |
| 2021-06-30 | $14M | 32k | 429.93 |
| 2021-03-31 | $14M | 36k | 397.83 |
| 2020-12-31 | $13M | 35k | 375.38 |
| 2020-09-30 | $13k | 37k | 0.34 |
| 2020-06-30 | $12M | 40k | 309.68 |
| 2020-03-31 | $10M | 39k | 258.40 |
| 2019-12-31 | $16M | 48k | 323.23 |
| 2019-09-30 | $14M | 48k | 298.53 |
| 2019-06-30 | $14M | 48k | 294.75 |
| 2019-03-31 | $7.1M | 28k | 251.61 |
| 2018-12-31 | $7.1M | 28k | 251.61 |
| 2018-09-30 | $18M | 60k | 292.73 |
| 2018-03-31 | $17M | 63k | 265.36 |
| 2017-12-31 | $18M | 65k | 268.86 |
| 2017-09-30 | $17M | 66k | 252.92 |
| 2017-06-30 | $5.6M | 27k | 210.49 |
| 2017-03-31 | $17M | 72k | 237.27 |
| 2016-12-31 | $16M | 72k | 224.98 |