iShares S&P 500 Index shares owned by Westfuller Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westfuller Advisors
from 13F filings
Historical chart of Westfuller Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Westfuller Advisors 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 Westfuller Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 4.2k | 684.97 |
| 2025-09-30 | $2.4M | 3.6k | 669.32 |
| 2025-06-30 | $1.5M | 2.5k | 620.80 |
| 2025-03-31 | $1.5M | 2.7k | 561.85 |
| 2024-12-31 | $9.5M | 16k | 588.68 |
| 2024-09-30 | $8.3M | 15k | 576.84 |