iShares S&P 500 Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Willner & Heller 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 Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 915 | 669.59 |
| 2025-06-30 | $569k | 917 | 620.71 |
| 2025-03-31 | $501k | 891 | 561.94 |
| 2024-12-31 | $530k | 901 | 588.40 |
| 2024-09-30 | $538k | 933 | 577.01 |
| 2024-06-30 | $533k | 974 | 547.41 |
| 2024-03-31 | $497k | 944 | 525.98 |
| 2023-12-31 | $410k | 859 | 477.72 |
| 2022-12-31 | $340k | 885 | 384.32 |
| 2022-09-30 | $299k | 833 | 358.94 |
| 2022-06-30 | $271k | 715 | 379.02 |
| 2022-03-31 | $312k | 655 | 476.34 |
| 2021-12-31 | $273k | 633 | 431.28 |