iShares S&P 500 Index shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 1.4k | 669.24 |
| 2025-06-30 | $850k | 1.4k | 620.74 |
| 2025-03-31 | $769k | 1.4k | 562.07 |
| 2024-12-31 | $805k | 1.4k | 588.76 |
| 2024-09-30 | $917k | 1.6k | 576.79 |
| 2024-06-30 | $870k | 1.6k | 547.11 |
| 2024-03-31 | $836k | 1.6k | 525.87 |
| 2023-12-31 | $661k | 1.4k | 477.70 |
| 2023-09-30 | $594k | 1.4k | 429.43 |
| 2023-06-30 | $616k | 1.4k | 445.71 |
| 2023-03-31 | $569k | 1.4k | 411.08 |
| 2022-12-31 | $531k | 1.4k | 384.21 |
| 2020-03-31 | $427k | 1.7k | 247.11 |
More positions owned by Walter & Keenan Financial Consulting
View all positions for Walter & Keenan Financial Consulting