West Branch Capital »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by West Branch Capital

Quarter filed Position value Share count Share price at filing
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