iShares S&P 500 Index shares owned by Wharton Business Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wharton Business Group 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 Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75M | 113k | 669.30 |
| 2025-06-30 | $70M | 113k | 620.90 |
| 2025-03-31 | $53M | 95k | 561.90 |
| 2024-12-31 | $56M | 95k | 588.67 |
| 2024-09-30 | $55M | 95k | 576.82 |
| 2024-06-30 | $52M | 95k | 547.23 |
| 2024-03-31 | $50M | 96k | 525.74 |
| 2023-12-31 | $46M | 96k | 477.63 |
| 2023-09-30 | $41M | 96k | 429.43 |
| 2023-06-30 | $73M | 164k | 445.71 |
| 2023-03-31 | $68M | 164k | 411.08 |
| 2022-12-31 | $63M | 164k | 384.21 |
| 2022-09-30 | $59M | 164k | 358.65 |
| 2022-06-30 | $63M | 166k | 379.15 |
| 2022-03-31 | $79M | 166k | 476.99 |
| 2021-12-31 | $79M | 166k | 476.99 |
| 2021-06-30 | $82M | 190k | 429.92 |
| 2021-03-31 | $76M | 190k | 397.82 |
| 2020-12-31 | $71M | 190k | 375.39 |
| 2020-09-30 | $64M | 190k | 336.06 |
| 2020-06-30 | $59M | 191k | 309.69 |
| 2020-03-31 | $49M | 191k | 258.40 |
| 2019-12-31 | $61M | 190k | 323.24 |
| 2019-09-30 | $57M | 190k | 298.52 |
| 2019-06-30 | $57M | 192k | 294.75 |
| 2019-03-31 | $55M | 192k | 284.56 |
| 2018-12-31 | $48M | 192k | 251.61 |
| 2018-09-30 | $56M | 191k | 292.73 |
| 2018-06-30 | $52M | 192k | 273.05 |
| 2018-03-31 | $56M | 210k | 265.37 |
| 2017-12-31 | $57M | 210k | 268.85 |
| 2017-09-30 | $53M | 211k | 252.93 |
| 2017-06-30 | $52M | 212k | 243.41 |
| 2017-03-31 | $53M | 222k | 237.27 |
| 2016-12-31 | $40M | 177k | 224.99 |
| 2016-09-30 | $3.9M | 18k | 217.57 |
| 2016-06-30 | $3.4M | 16k | 210.48 |
| 2016-03-31 | $970k | 4.7k | 206.65 |
| 2015-12-31 | $546k | 2.7k | 204.88 |