iShares S&P 500 Index shares owned by West Chester Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Chester Capital Advisors
from 13F filings
Historical chart of West Chester Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by West Chester Capital 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 West Chester Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $701k | 1.6k | 429.43 |
| 2023-06-30 | $727k | 1.6k | 445.71 |
| 2023-03-31 | $671k | 1.6k | 411.08 |
| 2022-12-31 | $627k | 1.6k | 384.21 |
| 2022-09-30 | $585k | 1.6k | 358.66 |
| 2022-06-30 | $618k | 1.6k | 378.77 |
| 2022-03-31 | $740k | 1.6k | 453.63 |
| 2021-12-31 | $686k | 1.4k | 477.14 |
| 2021-09-30 | $639k | 1.5k | 431.43 |
| 2021-06-30 | $700k | 1.6k | 430.00 |
| 2021-03-31 | $682k | 1.7k | 397.14 |
| 2020-12-31 | $666k | 1.8k | 375.52 |
| 2019-09-30 | $606k | 2.0k | 298.57 |
| 2019-06-30 | $607k | 2.1k | 294.29 |
| 2019-03-31 | $407k | 1.4k | 284.81 |
| 2018-12-31 | $372k | 1.5k | 251.52 |
| 2018-09-30 | $638k | 2.2k | 292.86 |
| 2018-06-30 | $404k | 1.5k | 273.16 |
| 2018-03-31 | $392k | 1.5k | 265.04 |
More positions owned by West Chester Capital Advisors
View all positions for West Chester Capital Advisors