iShares S&P 500 Index shares owned by West Michigan Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Michigan Advisors
from 13F filings
Historical chart of West Michigan Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by West Michigan 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 Michigan Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $617k | 1.0k | 588.68 |
2024-09-30 | $648k | 1.1k | 576.82 |
2024-06-30 | $594k | 1.1k | 547.23 |
2024-03-31 | $591k | 1.1k | 525.73 |
2023-12-31 | $530k | 1.1k | 477.63 |
2023-09-30 | $524k | 1.2k | 429.43 |
2023-06-30 | $506k | 1.1k | 445.71 |