iShares S&P 500 Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealthspan 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 Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $682k | 1.0k | 669.30 |
| 2025-06-30 | $641k | 1.0k | 620.90 |
| 2025-03-31 | $587k | 1.0k | 561.90 |
| 2024-12-31 | $635k | 1.1k | 588.68 |
| 2024-09-30 | $622k | 1.1k | 576.82 |
| 2024-06-30 | $587k | 1.1k | 547.23 |
| 2024-03-31 | $609k | 1.2k | 525.73 |
| 2023-06-30 | $422k | 947 | 445.71 |
| 2023-03-31 | $675k | 1.6k | 411.08 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $968k | 2.7k | 358.52 |
| 2022-06-30 | $1.1M | 2.8k | 379.05 |