iShares S&P 500 Index shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $759k | 1.1k | 669.30 |
| 2025-06-30 | $926k | 1.5k | 620.90 |
| 2025-03-31 | $1.1M | 1.9k | 561.90 |
| 2024-12-31 | $1.1M | 1.9k | 588.68 |
| 2024-09-30 | $1.2M | 2.0k | 576.82 |
| 2024-06-30 | $2.0M | 3.7k | 547.23 |
| 2024-03-31 | $2.0M | 3.8k | 525.73 |
| 2023-09-30 | $1.7M | 4.1k | 429.43 |
| 2023-06-30 | $1.8M | 4.0k | 445.71 |
| 2023-03-31 | $1.6M | 4.0k | 411.08 |
| 2022-12-31 | $1.6M | 4.1k | 384.21 |
| 2022-09-30 | $1.4M | 4.0k | 358.55 |
| 2022-06-30 | $1.5M | 4.0k | 379.07 |
| 2022-03-31 | $2.1M | 4.6k | 453.61 |
| 2021-12-31 | $2.2M | 4.6k | 477.09 |
| 2021-09-30 | $2.2M | 5.1k | 430.82 |
| 2021-06-30 | $2.2M | 5.0k | 429.85 |
| 2021-03-31 | $1.5M | 3.8k | 397.81 |
| 2020-12-31 | $1.4M | 3.8k | 375.49 |