iShares S&P 500 Index shares owned by Wela Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wela Strategies
from 13F filings
Historical chart of Wela Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wela Strategies 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 Wela Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $56M | 95k | 590.62 |
| 2024-06-30 | $57M | 104k | 547.23 |
| 2024-03-31 | $54M | 103k | 525.73 |
| 2023-12-31 | $40M | 83k | 477.63 |
| 2023-09-30 | $36M | 84k | 429.43 |
| 2023-03-31 | $38M | 92k | 411.08 |
| 2022-12-31 | $47M | 124k | 384.21 |
| 2022-09-30 | $44M | 121k | 358.65 |
| 2022-06-30 | $41M | 107k | 379.15 |
| 2022-03-31 | $49M | 107k | 453.68 |
| 2021-12-31 | $48M | 100k | 476.99 |
| 2021-09-30 | $42M | 98k | 430.82 |
| 2021-06-30 | $45M | 105k | 429.92 |
| 2021-03-31 | $43M | 107k | 397.82 |
| 2020-12-31 | $39M | 105k | 375.38 |
| 2020-09-30 | $35M | 104k | 336.06 |
| 2020-06-30 | $37M | 119k | 309.68 |
| 2020-03-31 | $31M | 120k | 258.40 |
| 2019-12-31 | $37M | 116k | 323.25 |
| 2019-09-30 | $35M | 117k | 298.52 |
| 2019-06-30 | $39M | 131k | 294.75 |
| 2019-03-31 | $36M | 127k | 284.56 |
| 2018-12-31 | $26M | 104k | 251.61 |
| 2018-09-30 | $29M | 100k | 292.73 |
| 2018-06-30 | $27M | 99k | 273.09 |
| 2018-03-31 | $24M | 92k | 263.58 |
| 2017-12-31 | $26M | 97k | 268.86 |
| 2017-09-30 | $23M | 93k | 252.96 |
| 2017-03-31 | $21M | 21k | 974.44 |