iShares S&P 500 Index shares owned by Well Done
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Well Done
from 13F filings
Historical chart of Well Done investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Well Done
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $66M | 114k | 576.82 |
| 2024-06-30 | $63M | 114k | 547.23 |
| 2024-03-31 | $59M | 113k | 525.73 |
| 2023-12-31 | $47M | 99k | 477.63 |
| 2023-09-30 | $43M | 101k | 429.43 |
| 2023-06-30 | $46M | 104k | 445.71 |
| 2023-03-31 | $43M | 105k | 411.07 |
| 2022-12-31 | $40M | 105k | 384.21 |
| 2022-09-30 | $37M | 103k | 358.65 |
| 2022-06-30 | $39M | 104k | 379.15 |
| 2022-03-31 | $45M | 99k | 453.69 |
| 2021-12-31 | $47M | 98k | 476.99 |
| 2021-09-30 | $42M | 98k | 430.82 |
| 2021-06-30 | $41M | 96k | 429.92 |
| 2021-03-31 | $39M | 99k | 397.82 |
| 2020-12-31 | $37M | 98k | 375.39 |
| 2020-09-30 | $32M | 96k | 336.06 |
| 2020-06-30 | $30M | 97k | 309.69 |
| 2020-03-31 | $24M | 93k | 258.40 |
| 2019-12-31 | $19M | 58k | 323.24 |
| 2019-09-30 | $17M | 58k | 298.53 |
| 2019-06-30 | $18M | 60k | 294.76 |
| 2019-03-31 | $15M | 54k | 284.56 |
| 2018-12-31 | $1.5M | 6.0k | 251.68 |
| 2018-09-30 | $336k | 1.1k | 292.43 |
| 2018-06-30 | $314k | 1.2k | 272.81 |
| 2018-03-31 | $321k | 1.2k | 265.07 |
| 2017-12-31 | $347k | 1.3k | 269.62 |
| 2017-09-30 | $328k | 1.3k | 253.28 |
| 2017-06-30 | $318k | 1.3k | 243.31 |
| 2017-03-31 | $313k | 1.3k | 237.48 |