iShares S&P 500 Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 69k | 669.30 |
| 2025-06-30 | $42M | 68k | 620.90 |
| 2025-03-31 | $37M | 66k | 561.91 |
| 2024-12-31 | $41M | 69k | 588.68 |
| 2024-09-30 | $39M | 67k | 576.82 |
| 2024-06-30 | $36M | 66k | 547.23 |
| 2024-03-31 | $34M | 65k | 525.73 |
| 2023-09-30 | $24M | 56k | 429.43 |
| 2023-06-30 | $26M | 58k | 445.71 |
| 2023-03-31 | $26M | 64k | 411.08 |
| 2022-12-31 | $25M | 65k | 384.21 |
| 2022-09-30 | $24M | 66k | 358.65 |
| 2022-06-30 | $25M | 65k | 379.16 |
| 2022-03-31 | $30M | 67k | 453.70 |
| 2021-12-31 | $849k | 1.8k | 476.97 |
| 2021-09-30 | $520k | 1.2k | 430.82 |
| 2021-06-30 | $456k | 1.0k | 441.01 |
More positions owned by Wescott Financial Advisory Group
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