iShares S&P 500 Index shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Western 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 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 33k | 477.64 |
| 2023-09-30 | $14M | 33k | 429.43 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $13M | 33k | 411.08 |
| 2022-12-31 | $13M | 34k | 384.21 |
| 2022-09-30 | $26M | 72k | 359.94 |
| 2022-06-30 | $26M | 68k | 379.70 |
| 2022-03-31 | $31M | 69k | 453.55 |
| 2021-12-31 | $18M | 37k | 476.94 |
| 2021-06-30 | $15M | 35k | 429.75 |
| 2021-03-31 | $12M | 31k | 397.80 |
| 2020-12-31 | $12M | 32k | 375.39 |
| 2020-09-30 | $12M | 37k | 336.19 |
| 2020-06-30 | $11M | 35k | 309.73 |
| 2020-03-31 | $8.7M | 34k | 258.51 |
| 2019-12-31 | $9.7M | 30k | 323.23 |
| 2019-09-30 | $9.3M | 31k | 298.55 |
| 2019-06-30 | $9.1M | 31k | 294.60 |
| 2019-03-31 | $8.9M | 31k | 284.54 |
| 2018-12-31 | $8.2M | 33k | 251.86 |