iShares S&P 500 Index shares owned by Waterford Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Waterford Advisors 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 Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61M | 91k | 669.30 |
| 2025-06-30 | $56M | 3.2k | 17330.90 |
| 2025-03-31 | $48M | 86k | 561.90 |
| 2024-12-31 | $51M | 86k | 588.68 |
| 2024-09-30 | $48M | 83k | 576.82 |
| 2024-06-30 | $45M | 81k | 547.23 |
| 2024-03-31 | $42M | 80k | 525.73 |
| 2023-09-30 | $35M | 80k | 429.43 |
| 2023-06-30 | $35M | 79k | 445.71 |
| 2023-03-31 | $32M | 77k | 411.08 |
| 2022-12-31 | $29M | 76k | 384.22 |