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iShares S&P 500 Index shares owned by Wall Street Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wall Street Financial Group from 13F filings

Historical chart of Wall Street Financial Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Wall Street Financial Group 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 Wall Street Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 9.6k 684.70
2025-09-30 $6.7M 10k 669.30
2025-06-30 $6.7M 11k 620.89
2025-03-31 $8.6M 15k 561.89
2024-12-31 $10M 17k 588.67
2024-09-30 $8.6M 15k 576.82
2024-06-30 $4.5M 8.2k 547.22