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iShares S&P 500 Index shares owned by Westshore Wealth

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 503 477.63
2023-09-30 $232k 541 429.43
2023-06-30 $224k 503 445.71
2023-03-31 $207k 503 411.08
2021-06-30 $446k 1.0k 429.67
2021-03-31 $413k 1.0k 397.88

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Westshore Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index