iShares S&P 500 Index shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 14k | 669.28 |
| 2025-06-30 | $8.5M | 14k | 620.89 |
| 2025-03-31 | $7.6M | 14k | 561.90 |
| 2024-12-31 | $8.0M | 14k | 588.67 |
| 2024-09-30 | $8.0M | 14k | 576.80 |
| 2024-06-30 | $7.3M | 13k | 547.23 |
| 2024-03-31 | $7.0M | 13k | 525.72 |
| 2023-12-31 | $6.4M | 13k | 477.64 |
| 2023-09-30 | $5.7M | 13k | 429.43 |
| 2023-03-31 | $5.5M | 13k | 411.09 |
| 2022-12-31 | $5.2M | 14k | 384.21 |