iShares S&P 500 Index shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $914k | 1.6k | 588.69 |
| 2024-09-30 | $895k | 1.6k | 576.83 |
| 2024-06-30 | $789k | 1.4k | 547.24 |
| 2024-03-31 | $758k | 1.4k | 525.74 |
| 2023-12-31 | $688k | 1.4k | 477.64 |
| 2023-09-30 | $619k | 1.4k | 429.43 |
| 2023-06-30 | $642k | 1.4k | 445.71 |
| 2023-03-31 | $592k | 1.4k | 411.08 |
| 2022-12-31 | $566k | 1.5k | 384.21 |
| 2022-09-30 | $523k | 1.5k | 358.46 |
| 2022-06-30 | $546k | 1.4k | 378.90 |
| 2022-03-31 | $671k | 1.5k | 453.99 |