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iShares S&P 500 Index shares owned by Wedgewood Investors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wedgewood Investors from 13F filings

Historical chart of Wedgewood Investors 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 Wedgewood Investors 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 Wedgewood Investors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 3.6k 576.82
2024-06-30 $2.0M 3.7k 547.23
2023-12-31 $2.2M 4.6k 477.63
2023-09-30 $2.1M 4.8k 429.43
2023-06-30 $2.3M 5.1k 445.71
2023-03-31 $2.3M 5.7k 411.08
2022-12-31 $2.2M 5.7k 384.21
2022-09-30 $2.0M 5.7k 358.58
2022-06-30 $2.1M 5.7k 379.24
2022-03-31 $2.6M 5.7k 453.74
2021-12-31 $2.7M 5.7k 477.05
2021-09-30 $2.4M 5.7k 430.79
2021-06-30 $2.4M 5.7k 429.91
2021-03-31 $2.4M 6.0k 397.89
2020-12-31 $2.2M 6.0k 375.44
2020-09-30 $2.0M 6.0k 336.01
2020-06-30 $1.9M 6.1k 309.75
2020-03-31 $1.6M 6.1k 258.43
2019-12-31 $2.0M 6.1k 323.21
2019-09-30 $1.8M 6.1k 298.57
2019-06-30 $1.8M 6.1k 294.74
2019-03-31 $1.8M 6.2k 284.58
2018-12-31 $1.6M 6.3k 251.67
2018-09-30 $1.8M 6.1k 292.71
2018-06-30 $1.7M 6.2k 273.07
2018-03-31 $1.6M 6.2k 265.37
2017-12-31 $1.7M 6.2k 268.77
2017-09-30 $1.6M 6.2k 252.89
2017-06-30 $1.5M 6.2k 243.42
2017-03-31 $1.5M 6.2k 237.32
2016-12-31 $1.4M 6.2k 224.97
2016-09-30 $1.4M 6.3k 217.59
2016-06-30 $1.3M 6.3k 210.57
2016-03-31 $1.3M 6.3k 206.74
2015-12-31 $1.3M 6.6k 204.91
2015-09-30 $1.3M 6.6k 192.72
2015-06-30 $1.4M 6.6k 207.19
2015-03-31 $1.4M 6.6k 207.80
2014-12-31 $1.4M 6.6k 206.84
2014-09-30 $1.3M 6.4k 198.32
2014-06-30 $1.4M 6.9k 196.97
2014-03-31 $1.3M 7.0k 188.20
2013-12-31 $1.3M 7.0k 185.63
2013-09-30 $1.7M 9.8k 168.95
2013-06-30 $1.6M 10k 160.87
2010-12-31 $964k 7.6k 126.21