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
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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 |
|---|---|---|---|
| 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 |