iShares S&P 500 Index shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $11M | 41k | 258.40 |
| 2019-12-31 | $14M | 42k | 323.25 |
| 2019-09-30 | $13M | 44k | 298.52 |
| 2019-06-30 | $13M | 45k | 294.75 |
| 2019-03-31 | $13M | 46k | 284.55 |
| 2018-12-31 | $9.9M | 39k | 251.60 |
| 2018-09-30 | $11M | 38k | 292.73 |
| 2018-06-30 | $8.4M | 31k | 273.07 |
| 2018-03-31 | $7.3M | 27k | 265.37 |
| 2017-12-31 | $6.9M | 26k | 268.87 |
| 2017-09-30 | $5.7M | 23k | 252.93 |
| 2017-06-30 | $4.9M | 20k | 243.43 |
| 2017-03-31 | $4.5M | 19k | 237.27 |
| 2016-12-31 | $4.3M | 19k | 224.98 |
| 2016-09-30 | $4.2M | 19k | 217.54 |
| 2016-06-30 | $3.5M | 17k | 210.52 |
| 2016-03-31 | $3.4M | 16k | 206.63 |
| 2015-12-31 | $3.4M | 17k | 204.92 |
| 2015-09-30 | $2.6M | 13k | 192.64 |
| 2015-06-30 | $3.0M | 15k | 207.57 |
| 2015-03-31 | $3.6M | 17k | 207.84 |
| 2014-12-31 | $4.5M | 22k | 206.89 |
| 2014-09-30 | $4.2M | 21k | 198.25 |
| 2014-06-30 | $4.0M | 20k | 197.01 |
| 2014-03-31 | $4.3M | 23k | 188.13 |
| 2013-12-31 | $4.1M | 22k | 185.66 |
More positions owned by Willingdon Wealth Management
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