iShares S&P 500 Index shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors 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 Warren Street Wealth Advisors 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 Warren Street Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 3.7k | 525.73 |
| 2023-12-31 | $1.8M | 3.7k | 477.63 |
| 2023-09-30 | $1.7M | 3.9k | 429.43 |
| 2023-06-30 | $1.8M | 4.1k | 445.71 |
| 2023-03-31 | $1.7M | 4.1k | 411.08 |
| 2022-12-31 | $1.6M | 4.2k | 384.22 |
| 2022-09-30 | $1.5M | 4.2k | 358.68 |
| 2022-06-30 | $1.6M | 4.2k | 379.18 |
| 2022-03-31 | $2.0M | 4.3k | 453.58 |
| 2021-12-31 | $2.5M | 5.3k | 476.92 |
More positions owned by Warren Street Wealth Advisors
View all positions for Warren Street Wealth Advisors