iShares S&P 500 Index shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.5k | 669.31 |
| 2025-06-30 | $2.8M | 4.6k | 620.87 |
| 2025-03-31 | $2.6M | 4.6k | 561.95 |
| 2024-12-31 | $2.7M | 4.7k | 588.69 |
| 2024-09-30 | $2.6M | 4.6k | 576.78 |
| 2024-06-30 | $2.5M | 4.6k | 547.27 |
| 2024-03-31 | $2.5M | 4.7k | 525.73 |
| 2023-12-31 | $2.3M | 4.7k | 477.63 |
| 2023-09-30 | $1.9M | 4.5k | 429.41 |
| 2023-06-30 | $2.0M | 4.5k | 445.68 |
| 2023-03-31 | $1.9M | 4.6k | 411.12 |
| 2022-12-31 | $1.7M | 4.5k | 384.17 |
| 2022-09-30 | $1.6M | 4.5k | 358.61 |
| 2022-06-30 | $1.7M | 4.5k | 379.06 |
| 2022-03-31 | $1.8M | 4.0k | 453.62 |
| 2021-12-31 | $1.7M | 3.6k | 477.02 |
More positions owned by Kathleen S. Wright Associates
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