iShares S&P 500 Index shares owned by West Coast Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial 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 Coast Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $58M | 111k | 525.73 |
| 2023-12-31 | $55M | 114k | 477.63 |
| 2023-09-30 | $44M | 102k | 429.43 |
| 2023-06-30 | $49M | 110k | 445.71 |
| 2023-03-31 | $56M | 136k | 411.08 |
| 2022-12-31 | $60M | 156k | 384.21 |
| 2022-09-30 | $54M | 151k | 358.65 |
| 2022-06-30 | $58M | 153k | 379.15 |
| 2022-03-31 | $70M | 154k | 453.69 |
| 2021-12-31 | $75M | 158k | 476.99 |
| 2021-09-30 | $68M | 159k | 430.82 |
| 2021-06-30 | $67M | 156k | 429.92 |
| 2021-03-31 | $59M | 148k | 397.82 |
| 2020-12-31 | $54M | 145k | 375.39 |
| 2020-09-30 | $48M | 141k | 336.06 |
| 2020-06-30 | $41M | 134k | 309.69 |
| 2020-03-31 | $5.5M | 21k | 258.40 |
| 2019-12-31 | $6.2M | 19k | 323.24 |
| 2019-09-30 | $5.9M | 20k | 298.53 |
| 2019-06-30 | $6.0M | 20k | 294.76 |
| 2019-03-31 | $11M | 37k | 284.57 |
| 2018-12-31 | $12M | 46k | 251.60 |
| 2018-09-30 | $3.2M | 11k | 292.68 |
| 2018-06-30 | $1.4M | 5.2k | 273.09 |
| 2018-03-31 | $1.4M | 5.5k | 265.32 |
| 2017-12-31 | $1.7M | 6.2k | 268.82 |
| 2017-09-30 | $3.1M | 12k | 252.92 |
| 2017-06-30 | $1.5M | 6.3k | 243.42 |
| 2017-03-31 | $1.5M | 6.4k | 237.33 |
| 2016-12-31 | $1.5M | 6.7k | 225.04 |
| 2016-09-30 | $1.6M | 7.2k | 217.62 |
| 2016-06-30 | $1.7M | 7.8k | 210.48 |
| 2016-03-31 | $2.0M | 9.9k | 206.63 |
| 2015-12-31 | $2.4M | 12k | 204.84 |
| 2015-09-30 | $2.4M | 12k | 192.68 |
| 2015-06-30 | $2.6M | 12k | 207.20 |
| 2015-03-31 | $2.6M | 12k | 207.85 |
| 2014-12-31 | $2.9M | 14k | 206.88 |
| 2014-09-30 | $2.8M | 14k | 198.23 |
| 2014-06-30 | $2.9M | 15k | 196.97 |
| 2014-03-31 | $2.9M | 15k | 188.17 |
| 2013-12-31 | $2.7M | 15k | 185.66 |
| 2013-09-30 | $2.4M | 14k | 168.93 |
| 2013-06-30 | $2.3M | 14k | 160.87 |
| 2013-03-31 | $2.0M | 13k | 157.37 |
| 2012-12-31 | $1.8M | 12k | 143.10 |
| 2012-09-30 | $1.8M | 12k | 144.36 |
| 2012-06-30 | $1.8M | 13k | 136.73 |
| 2012-03-31 | $2.1M | 15k | 141.18 |
| 2011-12-31 | $1.8M | 14k | 125.93 |
| 2011-09-30 | $1.5M | 13k | 113.69 |
| 2011-06-30 | $2.0M | 15k | 132.44 |
| 2010-09-30 | $1.9M | 17k | 114.47 |
| 2010-06-30 | $1.6M | 16k | 103.45 |
| 2010-03-31 | $1.7M | 15k | 117.34 |
| 2009-12-31 | $1.6M | 15k | 111.84 |