iShares S&P 500 Index shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 79k | 669.30 |
| 2025-06-30 | $49M | 79k | 620.90 |
| 2025-03-31 | $43M | 77k | 561.90 |
| 2024-12-31 | $45M | 76k | 588.68 |
| 2024-09-30 | $45M | 78k | 576.82 |
| 2024-06-30 | $42M | 77k | 547.23 |
| 2024-03-31 | $45M | 86k | 525.73 |
| 2023-12-31 | $40M | 84k | 477.63 |
| 2023-09-30 | $35M | 82k | 429.43 |
| 2023-06-30 | $36M | 81k | 445.71 |
| 2023-03-31 | $34M | 83k | 411.08 |
| 2022-12-31 | $32M | 82k | 384.21 |
| 2022-09-30 | $28M | 79k | 358.64 |
| 2022-06-30 | $27M | 70k | 379.15 |
| 2022-03-31 | $24M | 53k | 453.69 |
| 2021-12-31 | $24M | 51k | 476.99 |
| 2021-09-30 | $22M | 52k | 430.81 |
| 2021-06-30 | $22M | 51k | 429.92 |
| 2021-03-31 | $20M | 51k | 397.81 |
| 2020-12-31 | $19M | 50k | 375.38 |
| 2020-09-30 | $19M | 57k | 336.06 |
| 2020-06-30 | $18M | 57k | 309.70 |
| 2020-03-31 | $11M | 42k | 258.40 |
| 2019-12-31 | $13M | 41k | 323.25 |
| 2019-09-30 | $12M | 41k | 297.89 |
| 2019-06-30 | $12M | 41k | 302.47 |
| 2019-03-31 | $12M | 40k | 289.90 |
| 2018-12-31 | $9.8M | 39k | 251.60 |
| 2018-09-30 | $9.6M | 33k | 292.72 |
| 2018-06-30 | $8.7M | 32k | 273.05 |
| 2018-03-31 | $8.3M | 31k | 265.37 |
| 2017-12-31 | $4.8M | 18k | 268.85 |
More positions owned by Wealth Alliance Advisory Group
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