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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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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
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