iShares S&P 500 Index shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $846k | 3.5k | 243.38 |
| 2017-03-31 | $70k | 296 | 236.49 |
| 2016-12-31 | $243k | 1.1k | 225.00 |
| 2016-09-30 | $327k | 1.5k | 217.71 |
| 2016-06-30 | $305k | 1.5k | 210.20 |
| 2016-03-31 | $360k | 1.7k | 206.90 |
| 2015-12-31 | $513k | 2.5k | 204.95 |
| 2015-09-30 | $545k | 2.8k | 192.78 |
| 2015-06-30 | $761k | 3.7k | 207.24 |
| 2015-03-31 | $755k | 3.6k | 207.70 |
| 2014-12-31 | $1.0M | 4.8k | 206.93 |
| 2014-09-30 | $1.1M | 5.5k | 198.26 |
| 2014-06-30 | $1.1M | 5.7k | 197.02 |
| 2014-03-31 | $1.1M | 5.6k | 188.04 |
| 2013-12-31 | $1.8M | 9.6k | 185.66 |
| 2013-09-30 | $1.9M | 11k | 168.92 |
| 2013-06-30 | $1.5M | 9.4k | 160.86 |
| 2013-03-31 | $1.8M | 12k | 157.39 |
| 2012-06-30 | $1.7M | 13k | 136.75 |
| 2012-03-31 | $1.6M | 11k | 141.17 |
| 2011-12-31 | $1.6M | 13k | 125.99 |