iShares S&P 500 Index shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 44k | 576.82 |
| 2024-06-30 | $24M | 44k | 547.23 |
| 2024-03-31 | $24M | 45k | 525.73 |
| 2023-12-31 | $24M | 51k | 477.63 |
| 2023-09-30 | $23M | 53k | 429.43 |
| 2023-06-30 | $23M | 52k | 445.71 |
| 2023-03-31 | $27M | 65k | 411.08 |
| 2022-12-31 | $24M | 62k | 384.21 |
| 2022-09-30 | $22M | 60k | 358.66 |
| 2022-06-30 | $20M | 54k | 379.15 |
| 2022-03-31 | $13M | 28k | 453.70 |
| 2021-12-31 | $15M | 31k | 476.97 |
| 2021-09-30 | $12M | 28k | 430.84 |
| 2021-06-30 | $12M | 28k | 429.91 |
| 2021-03-31 | $11M | 27k | 397.84 |
| 2020-12-31 | $9.6M | 26k | 375.40 |
| 2020-09-30 | $7.0M | 21k | 336.09 |
| 2020-06-30 | $4.9M | 16k | 309.73 |
| 2020-03-31 | $3.8M | 15k | 258.39 |
| 2019-12-31 | $5.3M | 17k | 323.26 |
| 2019-09-30 | $5.9M | 20k | 298.52 |
| 2019-06-30 | $5.7M | 19k | 294.74 |
| 2019-03-31 | $8.4M | 30k | 284.56 |
| 2018-12-31 | $7.2M | 29k | 251.62 |
| 2018-09-30 | $7.7M | 26k | 292.71 |
| 2018-06-30 | $7.0M | 26k | 273.03 |
| 2018-03-31 | $6.2M | 23k | 265.36 |
| 2017-12-31 | $6.0M | 22k | 268.87 |
| 2017-09-30 | $5.3M | 21k | 252.92 |
| 2017-06-30 | $4.8M | 20k | 243.40 |
| 2017-03-31 | $66k | 278 | 237.41 |
| 2016-12-31 | $54k | 241 | 224.07 |
| 2016-09-30 | $52k | 241 | 215.77 |
| 2016-06-30 | $51k | 241 | 211.62 |
More positions owned by Wealthcare Advisory Partners
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