iShares S&P 500 Index shares owned by WealthTrust Arizona
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthTrust Arizona
from 13F filings
Historical chart of WealthTrust Arizona investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WealthTrust Arizona
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $4.9M | 19k | 251.59 |
| 2018-09-30 | $5.6M | 19k | 292.75 |
| 2018-06-30 | $5.2M | 19k | 273.07 |
| 2018-03-31 | $5.0M | 19k | 265.39 |
| 2017-12-31 | $5.3M | 20k | 268.82 |
| 2017-09-30 | $4.8M | 19k | 252.92 |
| 2017-06-30 | $4.4M | 18k | 243.39 |
| 2017-03-31 | $4.3M | 18k | 237.24 |
| 2016-12-31 | $4.1M | 18k | 224.99 |
| 2016-09-30 | $3.9M | 18k | 217.57 |
| 2016-06-30 | $3.8M | 18k | 210.52 |
| 2016-03-31 | $3.6M | 18k | 206.68 |
| 2015-12-31 | $3.7M | 18k | 204.87 |
| 2015-09-30 | $3.5M | 18k | 192.69 |
| 2015-06-30 | $3.8M | 18k | 207.24 |
| 2015-03-31 | $3.8M | 18k | 207.82 |
| 2014-12-31 | $3.3M | 16k | 206.85 |
| 2014-09-30 | $3.0M | 15k | 198.24 |
| 2014-06-30 | $2.5M | 13k | 197.05 |
| 2014-03-31 | $2.4M | 13k | 188.17 |
| 2013-12-31 | $2.2M | 12k | 185.65 |
| 2013-09-30 | $2.2M | 13k | 168.88 |
| 2013-06-30 | $1.9M | 12k | 160.88 |
| 2013-03-31 | $1.7M | 11k | 157.37 |
| 2012-06-30 | $1.2M | 8.8k | 136.79 |
| 2012-03-31 | $957k | 6.8k | 141.23 |
| 2011-12-31 | $854k | 6.8k | 126.03 |
| 2011-09-30 | $770k | 6.8k | 113.64 |
| 2011-03-31 | $901k | 6.8k | 132.97 |