iShares S&P 500 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.1k | 669.32 |
| 2025-06-30 | $5.6M | 9.1k | 620.90 |
| 2025-03-31 | $5.3M | 9.4k | 561.92 |
| 2024-12-31 | $5.6M | 9.5k | 588.66 |
| 2024-09-30 | $5.4M | 9.4k | 576.80 |
| 2024-06-30 | $4.8M | 8.8k | 547.20 |
| 2024-03-31 | $4.7M | 8.9k | 525.71 |
| 2023-12-31 | $4.3M | 9.0k | 477.62 |
| 2023-09-30 | $3.6M | 8.4k | 429.44 |
| 2023-06-30 | $3.8M | 8.4k | 445.72 |
| 2023-03-31 | $3.5M | 8.4k | 411.07 |
| 2022-12-31 | $3.2M | 8.5k | 384.22 |
| 2022-09-30 | $3.1M | 8.5k | 358.72 |
| 2022-06-30 | $3.3M | 8.7k | 379.19 |
| 2022-03-31 | $4.0M | 8.8k | 453.68 |
| 2021-12-31 | $4.3M | 9.0k | 476.94 |
| 2021-09-30 | $3.9M | 9.1k | 430.81 |
| 2021-06-30 | $3.8M | 8.8k | 429.92 |
| 2021-03-31 | $3.3M | 8.3k | 397.86 |
| 2020-12-31 | $2.5M | 6.8k | 375.31 |
| 2020-09-30 | $2.1M | 6.2k | 336.07 |
| 2020-06-30 | $1.7M | 5.4k | 309.76 |
| 2020-03-31 | $1.1M | 4.4k | 258.40 |
| 2019-12-31 | $1.4M | 4.2k | 323.32 |
| 2019-09-30 | $1.2M | 4.0k | 298.61 |
| 2019-06-30 | $1.2M | 4.1k | 294.62 |
| 2019-03-31 | $1.2M | 4.1k | 284.50 |
| 2018-12-31 | $716k | 2.8k | 251.49 |
| 2018-09-30 | $861k | 2.9k | 292.76 |
| 2018-06-30 | $803k | 2.9k | 273.04 |
| 2018-03-31 | $801k | 3.0k | 265.32 |