iShares S&P 500 Index shares owned by Walker Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walker Financial Services
from 13F filings
Historical chart of Walker Financial Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Walker Financial Services 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 Walker Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $336k | 490 | 685.68 |
| 2025-09-30 | $340k | 509 | 668.69 |
| 2025-06-30 | $303k | 489 | 620.52 |
| 2025-03-31 | $275k | 489 | 561.53 |
| 2024-12-31 | $288k | 488 | 589.46 |
| 2024-09-30 | $282k | 489 | 576.37 |
| 2024-06-30 | $267k | 489 | 546.76 |
| 2024-03-31 | $265k | 505 | 525.27 |