iShares S&P 500 Index shares owned by Western National Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Western National Trust
from 13F filings
Historical chart of Western National Trust investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Western National Trust 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 Western National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2014-12-31 | $3.0M | 15k | 206.85 |
| 2014-09-30 | $2.9M | 15k | 198.24 |
| 2014-06-30 | $1.8M | 9.3k | 197.05 |
| 2014-03-31 | $1.8M | 9.4k | 188.12 |
| 2013-12-31 | $1.0M | 5.5k | 185.67 |
| 2013-09-30 | $936k | 5.5k | 168.95 |
| 2013-06-30 | $892k | 5.5k | 160.81 |