iShares S&P 500 Index shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Westshore Wealth 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 Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $530k | 774 | 684.94 |
| 2025-09-30 | $511k | 763 | 669.30 |
| 2025-06-30 | $490k | 789 | 620.90 |
| 2024-12-31 | $465k | 789 | 588.68 |
| 2024-09-30 | $455k | 789 | 576.82 |
| 2024-06-30 | $432k | 789 | 547.23 |
| 2024-03-31 | $423k | 804 | 525.73 |
| 2023-12-31 | $240k | 503 | 477.63 |
| 2023-09-30 | $232k | 541 | 429.43 |
| 2023-06-30 | $224k | 503 | 445.71 |
| 2023-03-31 | $207k | 503 | 411.08 |
| 2021-06-30 | $446k | 1.0k | 429.67 |
| 2021-03-31 | $413k | 1.0k | 397.88 |