iShares S&P 500 Index shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $400k | 837 | 477.63 |
| 2023-09-30 | $359k | 837 | 429.43 |
| 2023-06-30 | $373k | 837 | 445.71 |
| 2023-03-31 | $344k | 837 | 411.08 |
| 2022-12-31 | $304k | 790 | 384.21 |
| 2022-09-30 | $283k | 790 | 358.23 |
| 2022-06-30 | $299k | 790 | 378.48 |
| 2022-03-31 | $308k | 680 | 452.94 |
| 2021-12-31 | $324k | 680 | 476.47 |
| 2021-09-30 | $292k | 680 | 429.41 |
| 2017-12-31 | $247k | 922 | 267.90 |
| 2017-09-30 | $233k | 922 | 252.71 |
| 2017-06-30 | $224k | 922 | 242.95 |
| 2017-03-31 | $218k | 922 | 236.44 |
| 2016-12-31 | $207k | 922 | 224.51 |
| 2016-09-30 | $200k | 922 | 216.92 |