iShares S&P 500 Index shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealth Architects 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 Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72M | 125k | 576.82 |
| 2024-06-30 | $69M | 126k | 547.23 |
| 2024-03-31 | $66M | 126k | 525.73 |
| 2023-12-31 | $61M | 127k | 477.63 |
| 2023-09-30 | $55M | 129k | 429.43 |
| 2023-06-30 | $57M | 129k | 445.71 |
| 2023-03-31 | $53M | 128k | 411.08 |
| 2022-12-31 | $48M | 126k | 384.21 |
| 2022-09-30 | $45M | 126k | 358.65 |
| 2022-06-30 | $48M | 127k | 379.15 |
| 2022-03-31 | $57M | 127k | 453.69 |
| 2021-12-31 | $61M | 128k | 476.99 |
| 2021-09-30 | $55M | 128k | 430.82 |
| 2021-06-30 | $58M | 134k | 429.92 |
| 2021-03-31 | $53M | 132k | 397.82 |
| 2020-12-31 | $49M | 132k | 375.39 |
| 2020-09-30 | $45M | 134k | 336.06 |
| 2020-06-30 | $43M | 138k | 309.69 |
| 2020-03-31 | $37M | 145k | 258.40 |
| 2019-12-31 | $49M | 151k | 323.24 |
| 2019-09-30 | $46M | 154k | 298.52 |
| 2019-06-30 | $47M | 158k | 294.75 |
| 2019-03-31 | $46M | 161k | 284.56 |
| 2018-12-31 | $40M | 161k | 251.61 |
| 2018-09-30 | $48M | 162k | 292.73 |
| 2018-06-30 | $45M | 165k | 273.05 |
| 2018-03-31 | $46M | 173k | 265.37 |
| 2017-12-31 | $49M | 181k | 268.85 |
| 2017-09-30 | $47M | 184k | 252.93 |
| 2017-06-30 | $49M | 200k | 243.41 |
| 2017-03-31 | $47M | 197k | 237.27 |
| 2016-12-31 | $43M | 192k | 224.99 |
| 2016-09-30 | $41M | 188k | 217.56 |
| 2016-06-30 | $40M | 189k | 210.50 |
| 2016-03-31 | $38M | 183k | 206.65 |
| 2015-12-31 | $34M | 166k | 204.87 |
| 2015-09-30 | $32M | 165k | 192.71 |
| 2015-06-30 | $35M | 170k | 207.22 |
| 2015-03-31 | $36M | 171k | 207.83 |
| 2014-12-31 | $35M | 168k | 206.87 |