Warther Private Wealth »

iShares S&P 500 Index shares owned by Warther Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Warther Private Wealth from 13F filings

Historical chart of Warther Private Wealth 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 Warther Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Warther Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 500 653.21
2024-12-31 $299k 507 588.68
2024-09-30 $292k 507 576.82
2024-06-30 $277k 507 547.23
2024-03-31 $267k 507 525.73