iShares S&P 500 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wetherby Asset 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.8k | 525.76 |
| 2023-12-31 | $1.8M | 3.9k | 477.59 |
| 2023-09-30 | $1.6M | 3.8k | 429.45 |
| 2023-06-30 | $1.7M | 3.8k | 445.73 |
| 2023-03-31 | $1.6M | 3.8k | 411.10 |
| 2022-12-31 | $1.5M | 3.9k | 384.19 |
| 2022-09-30 | $980k | 2.7k | 358.71 |
| 2022-06-30 | $1.3M | 3.5k | 379.09 |
| 2022-03-31 | $1.3M | 2.8k | 453.63 |
| 2021-12-31 | $1.3M | 2.8k | 477.08 |
| 2021-09-30 | $1.2M | 2.8k | 430.94 |
| 2021-06-30 | $1.2M | 2.8k | 430.01 |
| 2021-03-31 | $950k | 2.4k | 397.66 |
| 2020-12-31 | $1.0M | 2.8k | 375.45 |
| 2020-09-30 | $914k | 2.7k | 336.03 |
| 2020-06-30 | $791k | 2.6k | 309.83 |
| 2020-03-31 | $417k | 1.6k | 258.36 |
| 2019-12-31 | $792k | 2.5k | 323.27 |
| 2019-09-30 | $869k | 2.9k | 298.52 |
| 2019-06-30 | $858k | 2.9k | 294.74 |
| 2019-03-31 | $916k | 3.2k | 284.56 |
| 2018-12-31 | $810k | 3.2k | 251.71 |
| 2018-09-30 | $1.1M | 3.8k | 292.74 |
| 2018-06-30 | $922k | 3.4k | 273.19 |
| 2018-03-31 | $404k | 1.5k | 265.09 |
| 2017-12-31 | $410k | 1.5k | 269.03 |
| 2017-09-30 | $388k | 1.5k | 252.77 |
| 2017-06-30 | $374k | 1.5k | 243.65 |
| 2017-03-31 | $364k | 1.5k | 237.13 |
| 2016-12-31 | $345k | 1.5k | 224.76 |
| 2016-09-30 | $332k | 1.5k | 217.85 |
| 2016-06-30 | $321k | 1.5k | 210.63 |