iShares S&P 500 Index shares owned by Wambolt & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wambolt & Associates 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 Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $825k | 1.3k | 621.08 |
| 2025-03-31 | $351k | 622 | 564.17 |
| 2024-12-31 | $404k | 685 | 589.54 |
| 2024-09-30 | $526k | 921 | 571.22 |
| 2024-03-31 | $454k | 865 | 524.76 |
| 2023-12-31 | $472k | 989 | 477.41 |
| 2023-09-30 | $401k | 934 | 429.35 |
| 2023-06-30 | $477k | 1.1k | 445.88 |
| 2023-03-31 | $524k | 1.3k | 412.53 |
| 2022-12-31 | $506k | 1.3k | 384.27 |
| 2022-09-30 | $468k | 1.3k | 358.62 |
| 2022-06-30 | $540k | 1.4k | 379.48 |
| 2022-03-31 | $656k | 1.4k | 454.61 |
| 2021-12-31 | $668k | 1.4k | 476.80 |
| 2021-09-30 | $649k | 1.5k | 436.16 |
| 2021-06-30 | $643k | 1.5k | 432.12 |
| 2021-03-31 | $513k | 1.3k | 402.35 |
| 2020-12-31 | $505k | 1.3k | 375.19 |
| 2020-09-30 | $485k | 1.4k | 335.87 |
| 2020-06-30 | $525k | 1.7k | 309.92 |
| 2020-03-31 | $440k | 1.7k | 258.22 |
| 2019-12-31 | $571k | 1.8k | 323.33 |
| 2019-09-30 | $525k | 1.8k | 298.63 |
| 2019-06-30 | $518k | 1.8k | 294.65 |
| 2019-03-31 | $508k | 1.8k | 289.46 |
| 2018-12-31 | $501k | 2.0k | 251.76 |