iShares S&P 500 Index shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Waypoint Capital 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 Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 4.0k | 525.73 |
| 2023-12-31 | $1.9M | 4.0k | 477.63 |
| 2023-09-30 | $1.7M | 4.0k | 429.43 |
| 2023-06-30 | $641k | 1.4k | 445.71 |
| 2023-03-31 | $591k | 1.4k | 411.08 |
| 2022-12-31 | $553k | 1.4k | 384.21 |
| 2022-09-30 | $516k | 1.4k | 358.83 |
| 2022-06-30 | $557k | 1.5k | 379.17 |
| 2022-03-31 | $691k | 1.5k | 453.71 |
| 2021-12-31 | $734k | 1.5k | 477.24 |