iShares S&P 500 Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource 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 Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 11k | 477.62 |
| 2023-09-30 | $5.6M | 13k | 429.44 |
| 2023-06-30 | $6.1M | 14k | 445.72 |
| 2023-03-31 | $6.1M | 15k | 411.07 |
| 2022-12-31 | $5.5M | 14k | 384.22 |
| 2022-09-30 | $4.9M | 14k | 358.67 |
| 2022-06-30 | $5.3M | 14k | 379.14 |
| 2022-03-31 | $5.8M | 13k | 453.69 |
| 2021-12-31 | $6.5M | 14k | 477.01 |
| 2021-09-30 | $5.1M | 12k | 430.85 |
| 2021-06-30 | $6.3M | 15k | 429.88 |
| 2021-03-31 | $5.8M | 15k | 397.84 |
| 2020-12-31 | $4.6M | 12k | 375.40 |
| 2020-09-30 | $4.1M | 12k | 336.05 |
| 2020-06-30 | $3.5M | 11k | 309.69 |
| 2020-03-31 | $3.1M | 12k | 258.42 |
| 2019-12-31 | $5.4M | 17k | 323.24 |
| 2019-09-30 | $3.8M | 13k | 298.50 |
| 2019-06-30 | $3.5M | 12k | 294.76 |
| 2019-03-31 | $1.7M | 6.1k | 284.59 |
| 2018-12-31 | $2.3M | 9.0k | 251.64 |
| 2018-09-30 | $3.8M | 13k | 292.75 |
| 2018-06-30 | $3.2M | 12k | 273.08 |
| 2018-03-31 | $5.7M | 24k | 237.26 |
| 2017-12-31 | $9.1M | 34k | 268.84 |
| 2017-09-30 | $7.7M | 30k | 252.94 |
| 2017-06-30 | $7.1M | 29k | 243.42 |
| 2017-03-31 | $5.7M | 24k | 237.29 |
| 2016-12-31 | $4.5M | 20k | 224.99 |
| 2016-09-30 | $4.1M | 19k | 217.56 |
| 2016-06-30 | $4.2M | 20k | 210.50 |
| 2016-03-31 | $4.8M | 23k | 206.65 |