iShares S&P 500 Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 12k | 525.73 |
| 2023-12-31 | $6.0M | 13k | 477.63 |
| 2023-09-30 | $5.2M | 12k | 429.43 |
| 2023-06-30 | $5.0M | 11k | 445.71 |
| 2023-03-31 | $4.6M | 11k | 411.08 |
| 2022-12-31 | $4.5M | 12k | 384.21 |
| 2022-09-30 | $3.2M | 9.0k | 358.57 |
| 2022-06-30 | $6.9M | 18k | 378.95 |
| 2022-03-31 | $6.7M | 15k | 453.71 |
| 2021-12-31 | $7.2M | 15k | 476.98 |