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iShares S&P 500 Index shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management 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 Western Pacific Wealth Management 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 Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9k 13 532.00
2023-12-31 $6.3k 13 481.77
2023-09-30 $5.6k 13 429.46
2023-06-30 $5.8k 13 445.69
2023-03-31 $5.3k 13 411.08
2022-12-31 $5.0k 13 384.15