iShares S&P 500 Index shares owned by Whitnell & Co.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Whitnell & Co.
from 13F filings
Historical chart of Whitnell & Co. investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Whitnell & Co. 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 Whitnell & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $17k | 53 | 320.75 |
| 2019-09-30 | $16k | 53 | 301.89 |
| 2019-06-30 | $16k | 53 | 301.89 |
| 2019-03-31 | $15k | 53 | 283.02 |
| 2018-12-31 | $13k | 53 | 245.28 |
| 2018-09-30 | $16k | 53 | 301.89 |
| 2018-06-30 | $14k | 53 | 264.15 |
| 2018-03-31 | $42k | 159 | 264.15 |
| 2017-12-31 | $14k | 53 | 264.15 |
| 2017-09-30 | $13k | 53 | 245.28 |
| 2017-06-30 | $13k | 53 | 245.28 |
| 2017-03-31 | $13k | 53 | 245.28 |
| 2016-12-31 | $12k | 53 | 226.42 |
| 2016-09-30 | $12k | 53 | 226.42 |
| 2015-03-31 | $100k | 483 | 207.04 |
| 2014-12-31 | $100k | 483 | 207.04 |
| 2014-09-30 | $96k | 483 | 198.76 |
| 2014-06-30 | $95k | 483 | 196.69 |
| 2014-03-31 | $91k | 483 | 188.41 |
| 2013-12-31 | $90k | 483 | 186.34 |
| 2013-09-30 | $82k | 483 | 169.77 |
| 2013-06-30 | $78k | 483 | 161.49 |