iShares S&P 500 Index shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by West Financial 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 Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.9k | 10 | 685.00 |
| 2023-06-30 | $232k | 520 | 445.71 |
| 2023-03-31 | $214k | 520 | 411.08 |
| 2022-12-31 | $200k | 520 | 384.21 |
| 2022-09-30 | $226k | 629 | 359.30 |
| 2022-06-30 | $197k | 520 | 378.85 |
| 2022-03-31 | $236k | 520 | 453.85 |
| 2021-12-31 | $280k | 587 | 477.00 |
| 2021-09-30 | $253k | 587 | 431.01 |
| 2021-06-30 | $224k | 520 | 430.77 |
| 2021-03-31 | $207k | 520 | 398.08 |
| 2020-12-31 | $195k | 520 | 375.00 |