iShares S&P 500 Index shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by WCG Wealth 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $31M | 52k | 588.69 |
| 2024-09-30 | $30M | 52k | 576.82 |
| 2024-06-30 | $29M | 54k | 547.24 |
| 2024-03-31 | $38M | 73k | 525.72 |
| 2023-12-31 | $19M | 40k | 477.64 |
| 2023-09-30 | $22M | 52k | 429.43 |
| 2023-06-30 | $20M | 45k | 445.58 |
| 2022-09-30 | $2.0M | 5.5k | 358.14 |
| 2022-06-30 | $208k | 4.8k | 43.42 |