iShares S&P 500 Index shares owned by WealthStone
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthStone
from 13F filings
Historical chart of WealthStone investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WealthStone
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $24M | 60k | 397.82 |
| 2020-12-31 | $22M | 59k | 375.40 |
| 2020-09-30 | $19M | 58k | 336.06 |
| 2020-06-30 | $20M | 64k | 309.69 |
| 2020-03-31 | $16M | 63k | 258.40 |
| 2019-12-31 | $34M | 104k | 323.22 |
| 2019-09-30 | $32M | 108k | 298.52 |
| 2019-06-30 | $32M | 109k | 294.75 |