iShares S&P 500 Index shares owned by Wealth Quarterback
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Quarterback
from 13F filings
Historical chart of Wealth Quarterback investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Quarterback
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 52k | 669.30 |
| 2025-06-30 | $31M | 50k | 620.90 |
| 2025-03-31 | $34M | 61k | 561.90 |
| 2024-12-31 | $48M | 81k | 588.68 |
| 2024-09-30 | $34M | 59k | 576.82 |
| 2024-06-30 | $34M | 62k | 547.23 |
| 2024-03-31 | $30M | 56k | 525.73 |
| 2023-09-30 | $7.5M | 18k | 429.42 |
| 2023-06-30 | $15M | 33k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $6.1M | 17k | 358.62 |
| 2022-06-30 | $6.6M | 17k | 379.16 |
| 2021-09-30 | $1.5k | 99k | 0.01 |
| 2021-06-30 | $17M | 39k | 429.95 |
| 2020-12-31 | $8.3M | 22k | 375.38 |
| 2020-09-30 | $7.9M | 25k | 309.70 |
| 2020-06-30 | $7.9M | 25k | 309.70 |
| 2020-03-31 | $9.0M | 35k | 258.40 |
| 2019-12-31 | $11M | 34k | 323.50 |
| 1987-03-31 | $19M | 41k | 453.69 |