iShares S&P 500 Index shares owned by West Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group 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 Wealth Group 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 Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $413k | 786 | 525.97 |
| 2023-12-31 | $360k | 753 | 477.80 |
| 2023-09-30 | $258k | 600 | 429.16 |
| 2023-06-30 | $268k | 602 | 445.43 |
| 2023-03-31 | $243k | 592 | 411.22 |
| 2022-12-31 | $224k | 582 | 384.36 |
| 2022-09-30 | $207k | 578 | 358.13 |
| 2022-06-30 | $241k | 636 | 378.93 |
| 2022-03-31 | $267k | 588 | 454.08 |
| 2021-12-31 | $300k | 629 | 476.95 |