iShares S&P 500 Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4B | 6.5M | 672.42 |
| 2025-06-30 | $4.1B | 6.5M | 628.17 |
| 2025-03-31 | $3.5B | 6.3M | 561.90 |
| 2024-12-31 | $3.6B | 6.3M | 576.82 |
| 2024-06-30 | $3.2B | 5.8M | 547.23 |
| 2024-03-31 | $2.9B | 5.5M | 525.73 |
| 2023-12-31 | $2.4B | 5.1M | 477.63 |
| 2023-09-30 | $2.1B | 4.8M | 429.43 |
| 2023-06-30 | $1.5B | 3.4M | 445.71 |
| 2023-03-31 | $1.4B | 3.4M | 411.08 |
| 2022-12-31 | $1.4B | 3.4M | 402.47 |
| 2022-09-30 | $1.1B | 3.1M | 364.30 |
| 2022-06-30 | $1.1B | 2.8M | 390.64 |
| 2022-03-31 | $1.2B | 2.6M | 458.73 |
| 2021-12-31 | $1.1B | 2.6M | 449.82 |
| 2021-09-30 | $1.2B | 2.6M | 457.78 |
| 2021-06-30 | $1.1B | 2.5M | 436.57 |
| 2021-03-31 | $989M | 2.4M | 407.60 |
| 2020-12-31 | $813M | 2.2M | 377.10 |
| 2020-09-30 | $707M | 2.0M | 353.69 |
| 2020-06-30 | $652M | 2.0M | 328.17 |
| 2020-03-31 | $446M | 1.6M | 286.66 |
| 2019-12-31 | $268M | 829k | 323.26 |
| 2019-09-30 | $230M | 771k | 297.97 |
| 2019-06-30 | $224M | 739k | 303.22 |
| 2019-03-31 | $187M | 635k | 294.84 |
| 2018-12-31 | $160M | 597k | 268.07 |
| 2018-09-30 | $160M | 596k | 268.47 |
| 2018-06-30 | $151M | 537k | 280.44 |
| 2018-03-31 | $135M | 503k | 269.03 |
| 2017-12-31 | $127M | 454k | 279.91 |
| 2017-09-30 | $105M | 409k | 256.11 |
| 2017-06-30 | $93M | 380k | 243.66 |
| 2017-03-31 | $79M | 335k | 236.18 |
| 2016-12-31 | $68M | 300k | 225.00 |
| 2016-09-30 | $52M | 237k | 216.89 |
| 2016-06-30 | $40M | 188k | 210.50 |
| 2016-03-31 | $32M | 154k | 206.79 |
| 2015-12-31 | $18M | 88k | 204.87 |
| 2015-09-30 | $12M | 60k | 202.35 |
| 2015-06-30 | $14M | 67k | 207.23 |
| 2015-03-31 | $12M | 57k | 207.84 |
| 2014-12-31 | $12M | 57k | 206.87 |
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