iShares S&P 500 Index shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 19k | 669.28 |
| 2025-06-30 | $12M | 19k | 620.92 |
| 2025-03-31 | $11M | 19k | 561.91 |
| 2024-12-31 | $11M | 18k | 588.69 |
| 2024-09-30 | $10M | 18k | 576.83 |
| 2024-06-30 | $9.6M | 18k | 547.23 |
| 2024-03-31 | $9.6M | 18k | 547.23 |
| 2023-12-31 | $4.1M | 8.5k | 477.63 |
| 2023-09-30 | $3.6M | 8.5k | 429.43 |
| 2023-06-30 | $3.8M | 8.5k | 445.71 |
| 2023-03-31 | $3.5M | 8.6k | 411.08 |
| 2022-12-31 | $3.3M | 8.7k | 384.21 |
| 2022-09-30 | $3.5M | 9.9k | 358.66 |
| 2022-06-30 | $3.7M | 9.8k | 379.15 |
| 2022-03-31 | $4.6M | 10k | 453.68 |
| 2021-12-31 | $5.1M | 11k | 476.98 |
| 2021-09-30 | $4.6M | 11k | 430.84 |
| 2021-06-30 | $4.8M | 11k | 429.93 |
| 2021-03-31 | $4.5M | 11k | 397.82 |
| 2020-12-31 | $4.2M | 11k | 375.38 |
| 2020-09-30 | $3.9M | 12k | 336.05 |
| 2020-06-30 | $3.6M | 12k | 309.69 |
| 2020-03-31 | $3.1M | 12k | 258.39 |
| 2019-12-31 | $4.0M | 12k | 323.23 |
| 2019-09-30 | $3.4M | 11k | 298.52 |
| 2019-06-30 | $3.1M | 11k | 294.76 |
| 2019-03-31 | $4.0M | 14k | 284.57 |
| 2018-12-31 | $2.3M | 9.2k | 251.60 |
More positions owned by Wealth Management Associates
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