iShares S&P 500 Index shares owned by Winch Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.2k | 15 | 479.53 |
| 2020-03-31 | $84k | 324 | 259.26 |
| 2019-12-31 | $105k | 324 | 324.07 |
| 2019-09-30 | $97k | 324 | 299.38 |
| 2019-06-30 | $95k | 324 | 293.21 |
| 2019-03-31 | $92k | 324 | 283.95 |
| 2018-12-31 | $81k | 324 | 250.00 |
| 2018-09-30 | $94k | 322 | 291.93 |
| 2018-06-30 | $88k | 321 | 274.14 |
| 2018-03-31 | $85k | 321 | 264.80 |
| 2017-12-31 | $86k | 319 | 269.59 |
| 2017-09-30 | $80k | 316 | 253.16 |
| 2017-06-30 | $77k | 316 | 243.67 |
| 2017-03-31 | $75k | 315 | 238.10 |
| 2016-12-31 | $71k | 314 | 226.11 |
| 2016-09-30 | $67k | 310 | 216.13 |
| 2016-06-30 | $65k | 310 | 209.68 |
| 2016-03-31 | $64k | 309 | 207.12 |
| 2015-12-31 | $80k | 389 | 205.66 |
| 2015-09-30 | $58k | 303 | 191.42 |
| 2015-06-30 | $1.3M | 6.5k | 207.19 |
| 2015-03-31 | $62k | 300 | 206.67 |
| 2014-09-30 | $95k | 477 | 199.16 |
| 2014-06-30 | $94k | 476 | 197.48 |
| 2014-03-31 | $171k | 911 | 187.71 |