iShares S&P 500 Index shares owned by Wechter Feldman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wechter Feldman Wealth Management
from 13F filings
Historical chart of Wechter Feldman Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wechter Feldman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $1.8M | 4.1k | 429.92 |
| 2021-03-31 | $1.6M | 4.1k | 397.91 |
| 2020-12-31 | $1.5M | 4.1k | 375.36 |
| 2020-09-30 | $1.4M | 4.2k | 336.12 |
| 2020-06-30 | $1.3M | 4.2k | 309.59 |
| 2020-03-31 | $1.3M | 5.1k | 258.39 |
| 2019-12-31 | $16M | 49k | 323.24 |
| 2019-09-30 | $15M | 49k | 298.53 |
| 2019-06-30 | $15M | 50k | 294.74 |
| 2019-03-31 | $15M | 53k | 284.55 |
| 2018-12-31 | $13M | 53k | 251.61 |
| 2018-09-30 | $16M | 54k | 292.73 |
| 2018-06-30 | $15M | 56k | 270.84 |
| 2018-03-31 | $16M | 58k | 265.37 |
| 2017-12-31 | $16M | 61k | 268.85 |
| 2017-09-30 | $16M | 64k | 252.93 |
| 2017-06-30 | $16M | 66k | 243.41 |
| 2017-03-31 | $15M | 65k | 237.27 |
| 2016-12-31 | $15M | 67k | 224.99 |
More positions owned by Wechter Feldman Wealth Management
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