iShares S&P 500 Index shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $48M | 81k | 588.68 |
| 2024-09-30 | $31M | 53k | 576.82 |
| 2024-06-30 | $29M | 53k | 547.23 |
| 2024-03-31 | $28M | 52k | 525.73 |
| 2023-12-31 | $20M | 43k | 477.63 |
| 2023-09-30 | $18M | 42k | 429.43 |
| 2023-06-30 | $19M | 43k | 445.71 |
| 2023-03-31 | $19M | 46k | 411.08 |
| 2022-12-31 | $31M | 81k | 384.21 |
| 2022-09-30 | $29M | 80k | 358.65 |
| 2022-06-30 | $30M | 79k | 379.15 |
| 2022-03-31 | $51M | 112k | 453.69 |
| 2021-12-31 | $53M | 111k | 476.99 |
| 2021-09-30 | $48M | 112k | 430.82 |
| 2021-06-30 | $48M | 111k | 429.91 |
| 2021-03-31 | $44M | 109k | 397.82 |
| 2020-12-31 | $38M | 102k | 375.39 |
| 2020-09-30 | $29M | 86k | 336.06 |
| 2020-06-30 | $26M | 85k | 309.69 |
| 2020-03-31 | $19M | 75k | 258.39 |
| 2019-12-31 | $13M | 40k | 323.24 |
| 2019-09-30 | $12M | 39k | 305.02 |
| 2019-06-30 | $12M | 38k | 300.92 |
| 2019-03-31 | $10M | 35k | 292.13 |
| 2018-12-31 | $8.1M | 32k | 251.61 |
More positions owned by Waller Financial Planning Group
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