iShares S&P 500 Index shares owned by Williams Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Williams Financial
from 13F filings
Historical chart of Williams Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Williams Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 16k | 669.31 |
| 2024-06-30 | $1.3M | 2.6k | 519.75 |
| 2023-12-31 | $29M | 60k | 477.63 |
| 2023-09-30 | $26M | 60k | 429.43 |
| 2023-06-30 | $23M | 52k | 445.71 |
| 2023-03-31 | $20M | 47k | 411.08 |
| 2022-12-31 | $21M | 54k | 384.21 |
| 2022-09-30 | $17M | 47k | 358.65 |
| 2022-06-30 | $11M | 28k | 379.14 |
| 2022-03-31 | $16M | 36k | 453.66 |
| 2021-12-31 | $13M | 28k | 477.00 |
| 2021-09-30 | $10M | 24k | 430.82 |
| 2021-06-30 | $12M | 27k | 429.92 |
| 2021-03-31 | $11M | 28k | 397.82 |
| 2020-12-31 | $12M | 31k | 375.39 |