iShares S&P 500 Index shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 20k | 525.74 |
| 2023-12-31 | $10M | 21k | 477.63 |
| 2023-09-30 | $9.1M | 21k | 429.43 |
| 2023-06-30 | $9.3M | 21k | 445.72 |
| 2023-03-31 | $8.3M | 20k | 411.08 |
| 2022-12-31 | $7.7M | 20k | 382.68 |
| 2022-09-30 | $6.9M | 19k | 362.84 |
| 2022-06-30 | $7.0M | 19k | 366.58 |
| 2022-03-31 | $9.6M | 21k | 458.86 |
| 2021-12-31 | $9.1M | 19k | 476.32 |
| 2021-09-30 | $6.1M | 14k | 429.94 |
| 2021-06-30 | $6.1M | 14k | 429.94 |
| 2021-03-31 | $5.2M | 13k | 408.10 |
| 2020-12-31 | $5.4M | 14k | 385.27 |
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