iShares S&P 500 Index shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Watershed Private 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 Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 67k | 669.30 |
| 2025-06-30 | $40M | 64k | 620.90 |
| 2025-03-31 | $41M | 73k | 561.90 |
| 2024-12-31 | $46M | 78k | 588.68 |
| 2024-09-30 | $43M | 75k | 576.83 |
| 2024-06-30 | $43M | 78k | 547.23 |
| 2024-03-31 | $43M | 83k | 525.73 |
| 2023-12-31 | $29M | 60k | 477.62 |
| 2023-09-30 | $24M | 55k | 429.43 |
| 2023-06-30 | $25M | 56k | 445.71 |
| 2023-03-31 | $21M | 51k | 411.08 |
| 2022-12-31 | $18M | 47k | 384.21 |