iShares S&P 500 Index shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealth Advisors of Iowa 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 Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 12k | 576.82 |
| 2024-03-31 | $6.4M | 12k | 525.73 |
| 2023-12-31 | $6.9M | 14k | 477.62 |
| 2023-09-30 | $6.2M | 15k | 429.43 |
| 2023-06-30 | $6.6M | 15k | 445.70 |
| 2023-03-31 | $6.1M | 15k | 411.08 |
| 2022-12-31 | $6.3M | 16k | 384.21 |
| 2022-09-30 | $10M | 28k | 358.67 |
| 2022-06-30 | $52M | 114k | 453.69 |
| 2022-03-31 | $52M | 114k | 453.69 |
| 2021-12-31 | $52M | 109k | 476.99 |
| 2021-09-30 | $50M | 117k | 430.82 |
| 2021-06-30 | $19M | 43k | 429.93 |
| 2021-03-31 | $18M | 44k | 397.82 |
| 2020-12-31 | $25M | 66k | 375.39 |
| 2020-09-30 | $14M | 43k | 336.07 |
| 2020-06-30 | $5.6M | 18k | 309.68 |
| 2020-03-31 | $0 | 13k | 0.00 |