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iShares S&P 500 Index shares owned by Willow Street Advisors

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

Historical chart of Willow Street Advisors 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 Willow Street Advisors 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 Willow Street Advisors

Quarter filed Position value Share count Share price at filing
2013-12-31 $610k 3.3k 185.64
2013-09-30 $530k 3.1k 169.01
2013-06-30 $463k 817 566.71
2013-03-31 $435k 2.8k 157.44
2012-12-31 $206k 1.4k 143.25
2012-03-31 $229k 1.6k 140.92
2011-06-30 $259k 2.0k 132.48
2011-03-31 $220k 1.7k 132.93