iShares S&P 500 Index shares owned by WESPAC Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by WESPAC Advisors 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 WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 11k | 669.27 |
| 2025-06-30 | $3.6M | 5.9k | 620.88 |
| 2025-03-31 | $4.3M | 7.6k | 561.87 |
| 2024-12-31 | $4.2M | 7.1k | 588.69 |
| 2024-09-30 | $3.7M | 6.5k | 576.78 |
| 2024-06-30 | $3.6M | 6.6k | 547.23 |
| 2024-03-31 | $3.6M | 6.8k | 525.73 |
| 2023-12-31 | $3.3M | 6.9k | 477.63 |
| 2023-09-30 | $877k | 2.0k | 429.43 |
| 2023-06-30 | $446k | 1.0k | 445.71 |
| 2023-03-31 | $356k | 866 | 411.08 |
| 2022-03-31 | $579k | 1.3k | 453.76 |
| 2021-12-31 | $742k | 1.6k | 476.86 |
| 2021-09-30 | $645k | 1.5k | 431.15 |
| 2021-06-30 | $407k | 946 | 430.23 |
| 2021-03-31 | $218k | 547 | 398.54 |