iShares S&P 500 Index shares owned by Waterfront Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Waterfront Wealth 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 Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.5k | 584.28 |
| 2024-06-30 | $1.0M | 1.8k | 547.23 |
| 2024-03-31 | $607k | 1.2k | 508.37 |
| 2023-12-31 | $651k | 1.4k | 477.63 |
| 2023-09-30 | $679k | 1.6k | 422.94 |
| 2023-06-30 | $873k | 1.9k | 458.08 |
| 2023-03-31 | $943k | 2.3k | 411.08 |
| 2022-12-31 | $620k | 1.5k | 407.65 |
| 2022-09-30 | $547k | 1.4k | 385.48 |
| 2022-06-30 | $500k | 1.3k | 379.36 |
| 2022-03-31 | $651k | 1.4k | 449.90 |
| 2021-12-31 | $512k | 1.1k | 476.72 |
| 2021-09-30 | $336k | 780 | 430.77 |
| 2021-06-30 | $271k | 630 | 430.16 |
| 2021-03-31 | $253k | 630 | 401.59 |
| 2020-12-31 | $250k | 667 | 374.81 |