iShares S&P 500 Index shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $34M | 101k | 336.06 |
| 2020-06-30 | $31M | 99k | 309.69 |
| 2020-03-31 | $26M | 102k | 258.40 |
| 2019-12-31 | $32M | 99k | 323.24 |
| 2019-09-30 | $31M | 102k | 298.52 |
| 2019-06-30 | $29M | 98k | 294.74 |
| 2019-03-31 | $28M | 99k | 284.56 |
| 2018-12-31 | $25M | 101k | 251.60 |
| 2018-09-30 | $28M | 97k | 292.72 |
| 2018-06-30 | $26M | 95k | 273.04 |
| 2018-03-31 | $24M | 91k | 265.37 |
| 2017-12-31 | $25M | 92k | 268.84 |
| 2017-09-30 | $23M | 93k | 252.93 |
| 2017-06-30 | $22M | 92k | 243.41 |
| 2017-03-31 | $21M | 89k | 237.26 |
| 2016-12-31 | $20M | 91k | 224.98 |
| 2016-09-30 | $18M | 85k | 217.56 |
| 2016-06-30 | $18M | 85k | 210.49 |
| 2016-03-31 | $14M | 70k | 206.65 |
| 2015-12-31 | $13M | 62k | 204.86 |
More positions owned by Wellesley Investment Partners
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