iShares S&P 500 Index shares owned by Watermark Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Watermark Asset Management 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 Watermark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $40M | 159k | 251.61 |
| 2018-09-30 | $48M | 163k | 292.73 |
| 2018-06-30 | $45M | 166k | 273.05 |
| 2018-03-31 | $45M | 168k | 265.37 |
| 2017-12-31 | $46M | 170k | 268.85 |
| 2017-09-30 | $45M | 178k | 252.93 |
| 2017-06-30 | $45M | 183k | 243.41 |
| 2017-03-31 | $43M | 180k | 237.27 |
More positions owned by Watermark Asset Management
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