iShares S&P 500 Index shares owned by GW & Wade
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $105M | 219k | 477.63 |
| 2023-09-30 | $86M | 200k | 429.43 |
| 2023-06-30 | $83M | 185k | 445.71 |
| 2023-03-31 | $60M | 145k | 411.08 |
| 2022-12-31 | $52M | 136k | 384.21 |
| 2022-09-30 | $39M | 109k | 358.65 |
| 2022-06-30 | $36M | 95k | 379.15 |
| 2022-03-31 | $39M | 86k | 453.69 |
| 2021-12-31 | $46M | 96k | 476.99 |
| 2021-09-30 | $43M | 100k | 430.82 |
| 2021-06-30 | $41M | 96k | 429.92 |
| 2021-03-31 | $39M | 97k | 397.83 |
| 2020-12-31 | $22M | 60k | 375.39 |
| 2020-09-30 | $14M | 42k | 336.05 |
| 2020-06-30 | $12M | 39k | 309.70 |
| 2020-03-31 | $9.6M | 37k | 258.41 |
| 2019-12-31 | $6.1M | 19k | 323.23 |
| 2019-09-30 | $5.6M | 19k | 298.51 |
| 2019-06-30 | $5.4M | 18k | 294.76 |
| 2019-03-31 | $5.1M | 18k | 284.55 |
| 2018-12-31 | $4.7M | 19k | 251.60 |
| 2018-09-30 | $3.6M | 12k | 292.69 |
| 2018-06-30 | $3.3M | 12k | 273.08 |
| 2018-03-31 | $3.0M | 11k | 265.33 |
| 2017-12-31 | $3.6M | 14k | 268.87 |
| 2017-09-30 | $2.5M | 10k | 252.89 |
| 2017-06-30 | $2.0M | 8.1k | 243.40 |
| 2017-03-31 | $1.7M | 7.0k | 237.26 |
| 2016-12-31 | $1.7M | 7.6k | 225.04 |
| 2016-09-30 | $1.7M | 7.8k | 217.55 |
| 2016-06-30 | $1.7M | 8.0k | 210.52 |
| 2016-03-31 | $1.6M | 7.7k | 206.61 |
| 2015-12-31 | $1.2M | 6.1k | 204.89 |
| 2015-09-30 | $1.2M | 6.2k | 192.76 |
| 2015-06-30 | $1.3M | 6.3k | 207.27 |
| 2015-03-31 | $1.4M | 6.6k | 207.86 |
| 2014-12-31 | $2.3M | 11k | 206.88 |
| 2013-12-31 | $2.0M | 11k | 185.67 |
| 2013-09-30 | $1.8M | 11k | 168.91 |
| 2013-06-30 | $1.7M | 11k | 160.87 |