iShares S&P 500 Index shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wealthstream Advisors 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 Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $525k | 910 | 576.52 |
| 2024-06-30 | $498k | 910 | 546.94 |
| 2024-03-31 | $503k | 957 | 525.47 |
| 2023-12-31 | $434k | 910 | 477.38 |
| 2023-09-30 | $408k | 950 | 429.34 |
| 2023-06-30 | $423k | 950 | 445.62 |
| 2023-03-31 | $390k | 948 | 410.95 |
| 2022-12-31 | $366k | 952 | 384.17 |
| 2022-09-30 | $338k | 942 | 358.81 |
| 2022-06-30 | $356k | 938 | 379.53 |
| 2022-03-31 | $425k | 936 | 454.06 |
| 2021-12-31 | $476k | 997 | 477.43 |