iShares S&P 500 Index shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 35k | 669.30 |
| 2025-06-30 | $20M | 32k | 620.89 |
| 2025-03-31 | $18M | 32k | 561.90 |
| 2024-12-31 | $19M | 32k | 588.68 |
| 2024-09-30 | $18M | 32k | 576.82 |
| 2024-06-30 | $17M | 32k | 547.22 |
| 2024-03-31 | $17M | 31k | 525.73 |
| 2023-12-31 | $14M | 30k | 477.64 |
| 2023-09-30 | $12M | 29k | 429.43 |
| 2023-06-30 | $13M | 28k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $10M | 27k | 384.22 |
| 2022-09-30 | $9.6M | 27k | 358.66 |
| 2022-06-30 | $10M | 26k | 379.14 |
| 2022-03-31 | $12M | 26k | 453.67 |
| 2021-12-31 | $926k | 1.9k | 476.83 |
| 2021-09-30 | $849k | 2.0k | 430.53 |
| 2021-06-30 | $508k | 1.2k | 429.05 |
| 2021-03-31 | $473k | 1.2k | 397.81 |
| 2020-12-31 | $335k | 893 | 375.14 |
| 2020-09-30 | $321k | 956 | 335.77 |
| 2020-06-30 | $235k | 759 | 309.62 |
| 2020-03-31 | $207k | 800 | 258.75 |
| 2019-12-31 | $378k | 1.2k | 323.08 |
More positions owned by Walkner Condon Financial Advisors
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