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iShares S&P 500 Index shares owned by Wealth Alliance

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Alliance from 13F filings

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $67M 140k 477.63
2023-09-30 $55M 129k 429.43
2023-06-30 $49M 110k 445.71
2023-03-31 $43M 106k 411.08
2022-12-31 $40M 104k 384.21
2022-09-30 $37M 102k 358.65
2022-06-30 $35M 92k 379.15
2022-03-31 $38M 84k 453.69
2021-12-31 $29M 61k 477.00
2021-09-30 $22M 52k 430.81
2021-06-30 $21M 49k 429.92
2021-03-31 $16M 41k 397.81
2020-12-31 $14M 37k 375.42
2020-09-30 $11M 33k 336.06
2020-06-30 $9.9M 32k 309.69
2020-03-31 $1.1M 4.2k 258.43