iShares S&P 500 Index shares owned by Wealthstar Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthstar Advisors
from 13F filings
Historical chart of Wealthstar Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealthstar Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Wealthstar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $587k | 1.1k | 525.74 |
| 2023-12-31 | $909k | 1.9k | 477.63 |
| 2023-09-30 | $691k | 1.6k | 429.43 |
| 2023-06-30 | $537k | 1.2k | 445.71 |
| 2023-03-31 | $607k | 1.5k | 411.08 |
| 2022-12-31 | $592k | 1.5k | 384.21 |
| 2022-09-30 | $552k | 1.5k | 358.21 |
| 2022-06-30 | $4.6M | 12k | 379.26 |
| 2022-03-31 | $692k | 1.5k | 451.70 |
| 2021-12-31 | $9.4M | 20k | 476.71 |
| 2021-09-30 | $641k | 1.5k | 430.20 |
| 2021-06-30 | $643k | 1.5k | 429.24 |
| 2020-03-31 | $417k | 1.6k | 259.49 |
| 2019-12-31 | $521k | 1.6k | 324.21 |
| 2019-09-30 | $481k | 1.6k | 298.94 |
| 2019-06-30 | $380k | 1.3k | 293.66 |
| 2018-03-31 | $223k | 842 | 264.85 |