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iShares S&P 500 Index shares owned by WestEnd Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WestEnd Capital Management from 13F filings

Historical chart of WestEnd Capital Management 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 WestEnd Capital Management 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 WestEnd Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 363 669.30
2025-06-30 $225k 363 620.90
2025-03-31 $201k 357 561.90
2024-12-31 $358k 608 588.68
2024-09-30 $385k 668 576.82
2024-06-30 $138k 251 548.41
2024-03-31 $132k 251 525.73