iShares S&P 500 Index shares owned by Werba Rubin Papier Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Werba Rubin Papier Wealth Management
from 13F filings
Historical chart of Werba Rubin Papier Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Werba Rubin Papier Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Werba Rubin Papier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.5k | 576.76 |
| 2024-06-30 | $1.3M | 2.4k | 547.12 |
| 2024-03-31 | $1.8M | 3.4k | 525.72 |
| 2023-12-31 | $1.8M | 3.7k | 477.62 |
| 2023-09-30 | $1.6M | 3.8k | 431.39 |
| 2023-06-30 | $1.7M | 3.9k | 445.68 |
| 2023-03-31 | $1.6M | 3.9k | 411.05 |
| 2022-12-31 | $1.5M | 3.8k | 384.18 |
More positions owned by Werba Rubin Papier Wealth Management
View all positions for Werba Rubin Papier Wealth Management