iShares S&P 500 Index shares owned by Westco Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westco Advisory Services
from 13F filings
Historical chart of Westco Advisory Services 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 Westco Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Westco Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $297k | 454 | 653.50 |
| 2025-12-31 | $314k | 459 | 684.96 |