iShares S&P 500 Index shares owned by Westside Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment 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 Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $274k | 572 | 478.40 |
| 2023-09-30 | $246k | 572 | 429.94 |
| 2023-06-30 | $255k | 572 | 446.24 |
| 2023-03-31 | $235k | 572 | 411.50 |
| 2022-12-31 | $224k | 584 | 383.56 |
| 2022-09-30 | $94k | 262 | 358.78 |
| 2022-06-30 | $55k | 145 | 379.31 |
| 2022-03-31 | $12k | 28 | 428.57 |
| 2021-12-31 | $13k | 28 | 464.29 |
| 2021-09-30 | $12k | 27 | 444.44 |
| 2021-06-30 | $11k | 27 | 407.41 |
| 2021-03-31 | $11k | 27 | 407.41 |
| 2020-12-31 | $10k | 27 | 370.37 |
| 2020-09-30 | $9.0k | 27 | 333.33 |
| 2020-06-30 | $8.0k | 27 | 296.30 |
| 2020-03-31 | $7.0k | 27 | 259.26 |
| 2019-06-30 | $7.0k | 26 | 269.23 |
| 2018-12-31 | $6.7k | 26 | 256.69 |
| 2018-06-30 | $7.2k | 26 | 276.54 |
| 2018-03-31 | $6.8k | 26 | 260.54 |
| 2017-12-31 | $7.2k | 26 | 276.08 |
| 2017-09-30 | $6.6k | 25 | 264.76 |
| 2017-06-30 | $7.7k | 25 | 309.92 |
| 2017-03-31 | $6.1k | 26 | 233.04 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management