iShares S&P 500 Index shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Western Pacific Wealth 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 Western Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0k | 13 | 690.69 |
| 2025-06-30 | $444k | 715 | 621.23 |
| 2025-03-31 | $7.5k | 13 | 576.38 |
| 2024-12-31 | $7.8k | 13 | 602.00 |
| 2024-09-30 | $7.6k | 13 | 587.69 |
| 2024-06-30 | $7.2k | 13 | 555.38 |
| 2024-03-31 | $6.9k | 13 | 532.00 |
| 2023-12-31 | $6.3k | 13 | 481.77 |
| 2023-09-30 | $5.6k | 13 | 429.46 |
| 2023-06-30 | $5.8k | 13 | 445.69 |
| 2023-03-31 | $5.3k | 13 | 411.08 |
| 2022-12-31 | $5.0k | 13 | 384.15 |
More positions owned by Western Pacific Wealth Management
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