iShares S&P 500 Index shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by VERITY Wealth 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 VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 38k | 525.73 |
| 2023-12-31 | $18M | 38k | 477.63 |
| 2023-09-30 | $16M | 38k | 429.43 |
| 2023-06-30 | $17M | 38k | 445.71 |
| 2023-03-31 | $16M | 38k | 411.08 |
| 2022-12-31 | $15M | 38k | 384.21 |
| 2022-09-30 | $14M | 39k | 358.65 |
| 2022-06-30 | $15M | 39k | 379.15 |
| 2022-03-31 | $18M | 39k | 453.69 |
| 2021-12-31 | $18M | 38k | 476.98 |
| 2021-09-30 | $17M | 40k | 430.81 |
| 2021-06-30 | $17M | 40k | 429.92 |
| 2021-03-31 | $16M | 41k | 397.83 |
| 2020-12-31 | $15M | 41k | 375.38 |
| 2020-09-30 | $14M | 41k | 336.05 |
| 2020-06-30 | $12M | 40k | 309.68 |
| 2020-03-31 | $10M | 40k | 258.39 |
| 2019-12-31 | $6.8M | 21k | 323.23 |
| 2019-09-30 | $6.3M | 21k | 298.53 |
| 2019-06-30 | $6.2M | 21k | 294.76 |
| 2019-03-31 | $6.0M | 21k | 284.55 |
| 2018-12-31 | $5.3M | 21k | 251.58 |