iShares S&P 500 Index shares owned by Waterway Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waterway Wealth Management
from 13F filings
Historical chart of Waterway Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Waterway Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 145k | 354.65 |
| 2025-06-30 | $50M | 81k | 620.83 |
| 2025-03-31 | $37M | 66k | 561.87 |
| 2024-12-31 | $24M | 41k | 588.68 |
| 2024-09-30 | $22M | 38k | 576.79 |
| 2024-06-30 | $21M | 37k | 547.25 |
| 2024-03-31 | $25M | 47k | 525.73 |
| 2023-12-31 | $23M | 48k | 477.63 |
More positions owned by Waterway Wealth Management
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