iShares S&P 500 Index shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management 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 WealthBridge Capital Management 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 WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $24M | 50k | 477.63 |
| 2023-09-30 | $20M | 47k | 429.43 |
| 2023-06-30 | $21M | 46k | 445.71 |
| 2023-03-31 | $18M | 45k | 411.08 |
| 2022-12-31 | $18M | 45k | 384.21 |
| 2022-09-30 | $18M | 47k | 379.14 |
| 2022-06-30 | $18M | 47k | 379.14 |
| 2022-03-31 | $22M | 48k | 453.68 |
| 2021-12-31 | $23M | 48k | 477.00 |
| 2021-09-30 | $22M | 51k | 430.83 |
| 2021-06-30 | $22M | 51k | 429.91 |
| 2021-03-31 | $19M | 47k | 397.81 |
| 2020-12-31 | $17M | 46k | 375.39 |
| 2020-09-30 | $15M | 45k | 336.07 |
| 2020-06-30 | $10M | 39k | 258.39 |
| 2020-03-31 | $10M | 39k | 258.39 |
| 2019-12-31 | $6.0M | 19k | 323.24 |
| 2019-09-30 | $4.9M | 16k | 298.51 |
| 2019-06-30 | $3.0M | 12k | 251.64 |
| 2019-03-31 | $3.7M | 13k | 288.72 |
| 2018-12-31 | $3.0M | 12k | 251.64 |
More positions owned by WealthBridge Capital Management
View all positions for WealthBridge Capital Management