iShares S&P 500 Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.2k | 571.39 |
| 2024-06-30 | $1.2M | 2.2k | 547.24 |
| 2024-03-31 | $1.2M | 2.3k | 525.74 |
| 2023-12-31 | $1.4M | 2.9k | 477.64 |
| 2023-09-30 | $1.2M | 2.9k | 429.44 |
| 2023-06-30 | $1.6M | 3.5k | 445.72 |
| 2023-03-31 | $1.5M | 3.6k | 411.09 |
| 2022-12-31 | $1.5M | 3.8k | 384.22 |
| 2022-09-30 | $1.4M | 3.9k | 358.58 |
| 2022-06-30 | $1.8M | 4.8k | 378.99 |
| 2022-03-31 | $2.2M | 4.6k | 476.94 |
| 2021-12-31 | $2.2M | 4.6k | 476.94 |
| 2021-09-30 | $1.9M | 4.3k | 430.78 |
| 2021-06-30 | $1.6M | 3.8k | 429.77 |
| 2021-03-31 | $1.6M | 4.0k | 397.73 |
| 2020-12-31 | $1.7M | 4.5k | 375.34 |
| 2020-09-30 | $1.5M | 4.4k | 335.93 |
| 2020-06-30 | $1.7M | 5.5k | 309.55 |
| 2019-12-31 | $3.2M | 10k | 323.17 |
| 2019-09-30 | $3.1M | 10k | 298.54 |
| 2019-06-30 | $3.0M | 10k | 294.68 |
| 2019-03-31 | $3.1M | 11k | 284.49 |
| 2018-12-31 | $2.9M | 12k | 251.60 |
| 2015-09-30 | $845k | 4.4k | 192.66 |
| 2015-06-30 | $757k | 3.7k | 207.17 |
| 2015-03-31 | $666k | 3.2k | 207.93 |
| 2014-12-31 | $650k | 3.1k | 206.74 |