iShares S&P 500 Index shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 14k | 672.40 |
| 2025-06-30 | $9.2M | 15k | 627.01 |
| 2025-03-31 | $7.6M | 14k | 537.00 |
| 2024-12-31 | $7.9M | 14k | 583.35 |
| 2024-09-30 | $7.6M | 13k | 570.55 |
| 2024-06-30 | $7.4M | 13k | 563.03 |
| 2024-03-31 | $6.9M | 13k | 521.78 |
| 2023-12-31 | $6.1M | 13k | 476.59 |
| 2023-09-30 | $5.7M | 13k | 434.21 |
| 2023-06-30 | $5.5M | 12k | 451.64 |
| 2023-03-31 | $4.7M | 11k | 411.48 |
| 2022-12-31 | $4.8M | 12k | 389.82 |
| 2022-09-30 | $3.5M | 9.7k | 358.61 |
| 2022-06-30 | $3.7M | 9.7k | 379.18 |
| 2022-03-31 | $4.5M | 9.7k | 458.80 |
| 2021-12-31 | $4.5M | 9.7k | 466.58 |