iShares S&P 500 Index shares owned by Weik Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Weik Investment Services
from 13F filings
Historical chart of Weik Investment Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Weik Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 3.1k | 429.43 |
| 2023-06-30 | $1.4M | 3.1k | 445.71 |
| 2023-03-31 | $1.3M | 3.1k | 410.99 |
| 2022-12-31 | $1.2M | 3.2k | 384.28 |
| 2022-09-30 | $1.1M | 3.0k | 358.71 |
| 2022-06-30 | $1.1M | 2.8k | 378.96 |
| 2022-03-31 | $1.2M | 2.7k | 453.84 |
| 2021-12-31 | $1.3M | 2.6k | 476.82 |
| 2021-09-30 | $1.0M | 2.4k | 430.69 |
| 2021-06-30 | $972k | 2.3k | 429.90 |
| 2021-03-31 | $977k | 2.5k | 397.80 |
| 2020-12-31 | $821k | 2.2k | 375.57 |
| 2020-09-30 | $610k | 1.8k | 335.90 |
| 2020-06-30 | $567k | 1.8k | 309.67 |
| 2020-03-31 | $564k | 2.2k | 258.60 |
| 2019-12-31 | $736k | 2.3k | 323.37 |
| 2017-03-31 | $285k | 1.2k | 237.50 |
| 2016-12-31 | $270k | 1.2k | 225.00 |
| 2016-09-30 | $265k | 1.2k | 217.21 |
| 2016-06-30 | $274k | 1.3k | 210.77 |
| 2016-03-31 | $269k | 1.3k | 206.92 |
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