iShares S&P 500 Index shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory 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 Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.6k | 620.90 |
| 2025-06-30 | $2.8M | 4.9k | 561.90 |
| 2025-03-31 | $3.0M | 5.1k | 588.68 |
| 2024-12-31 | $2.8M | 4.9k | 576.82 |
| 2024-09-30 | $2.9M | 5.3k | 547.23 |
| 2024-06-30 | $3.0M | 5.4k | 547.23 |
| 2024-03-31 | $3.3M | 6.9k | 477.63 |
| 2023-12-31 | $3.2M | 7.6k | 429.43 |
| 2023-09-30 | $3.6M | 8.2k | 445.71 |
| 2023-06-30 | $3.3M | 8.0k | 411.08 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $3.0M | 7.9k | 384.21 |
More positions owned by Wallace Advisory Group
Cigna Corp (CI)
View all positions for Wallace Advisory Group