iShares S&P 500 Index shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $743k | 1.6k | 477.62 |
2023-09-30 | $635k | 1.5k | 429.51 |
2023-06-30 | $659k | 1.5k | 445.79 |
2023-03-31 | $625k | 1.5k | 410.95 |
2022-12-31 | $12M | 28k | 414.75 |
2022-09-30 | $11M | 27k | 416.67 |
2022-03-31 | $8.7M | 21k | 416.67 |
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