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iShares S&P 500 Index shares owned by Wealthstream Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthstream Advisors from 13F filings

Historical chart of Wealthstream 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 Wealthstream 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $503k 957 525.47
2023-12-31 $434k 910 477.38
2023-09-30 $408k 950 429.34
2023-06-30 $423k 950 445.62
2023-03-31 $390k 948 410.95
2022-12-31 $366k 952 384.17
2022-09-30 $338k 942 358.81
2022-06-30 $356k 938 379.53
2022-03-31 $425k 936 454.06
2021-12-31 $476k 997 477.43