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 csvQuarterly 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 |