iShares S&P 500 Index shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 669.30 |
| 2025-06-30 | $1.6M | 2.5k | 620.90 |
| 2025-03-31 | $1.5M | 2.6k | 561.90 |
| 2024-12-31 | $1.4M | 2.4k | 588.68 |
| 2024-09-30 | $1.2M | 2.2k | 576.82 |
| 2024-06-30 | $1.2M | 2.1k | 547.23 |
| 2024-03-31 | $1.1M | 2.1k | 525.73 |
| 2023-09-30 | $1.1M | 2.5k | 429.46 |
| 2023-03-31 | $1.0M | 2.5k | 411.12 |
| 2022-12-31 | $1.1M | 2.9k | 384.24 |
| 2022-09-30 | $1.1M | 2.9k | 358.65 |
| 2022-06-30 | $1.1M | 2.9k | 379.17 |
| 2022-03-31 | $1.3M | 2.9k | 453.80 |
| 2021-09-30 | $334k | 776 | 430.41 |
| 2021-06-30 | $406k | 945 | 429.63 |
| 2020-12-31 | $400k | 1.1k | 375.23 |
| 2020-09-30 | $331k | 987 | 335.36 |
| 2020-06-30 | $273k | 884 | 308.82 |
| 2019-12-31 | $212k | 658 | 322.19 |