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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

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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
2024-03-31 $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