iShares S&P 500 Index shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 763 | 525.87 |
| 2023-12-31 | $364k | 762 | 477.50 |
| 2023-09-30 | $326k | 758 | 429.38 |
| 2023-06-30 | $338k | 758 | 445.66 |
| 2023-03-31 | $311k | 757 | 410.84 |
| 2022-12-31 | $290k | 755 | 384.09 |
| 2022-09-30 | $269k | 751 | 358.19 |
| 2022-06-30 | $285k | 751 | 379.49 |
| 2022-03-31 | $340k | 749 | 453.94 |
| 2021-12-31 | $367k | 770 | 476.62 |
| 2021-09-30 | $330k | 766 | 430.81 |
| 2021-06-30 | $330k | 766 | 430.81 |
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