iShares S&P 500 Index shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.4k | 576.82 |
| 2024-06-30 | $2.4M | 4.4k | 547.23 |
| 2024-03-31 | $2.9M | 5.5k | 525.73 |
| 2023-12-31 | $2.6M | 5.5k | 477.63 |
| 2023-09-30 | $2.2M | 5.2k | 429.43 |
| 2023-06-30 | $2.3M | 5.2k | 445.71 |
| 2023-03-31 | $2.1M | 5.1k | 411.08 |
| 2022-12-31 | $2.0M | 5.2k | 384.21 |