iShares S&P 500 Index shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 3.8k | 477.75 |
| 2023-09-30 | $1.6M | 3.7k | 429.54 |
| 2023-06-30 | $1.7M | 3.7k | 445.83 |
| 2023-03-31 | $1.6M | 3.8k | 411.16 |
| 2022-12-31 | $1.5M | 3.9k | 384.28 |
| 2022-09-30 | $1.3M | 3.6k | 358.55 |
| 2022-06-30 | $1.4M | 3.6k | 379.05 |
| 2022-03-31 | $1.7M | 3.6k | 453.77 |
| 2021-12-31 | $2.0M | 4.2k | 477.06 |
| 2021-09-30 | $1.8M | 4.2k | 430.83 |
| 2021-06-30 | $1.8M | 4.3k | 429.97 |
| 2021-03-31 | $1.7M | 4.3k | 397.79 |
| 2020-12-31 | $1.5M | 4.1k | 375.43 |
| 2020-09-30 | $1.4M | 4.3k | 336.04 |
| 2020-06-30 | $1.4M | 4.7k | 309.71 |
| 2020-03-31 | $1.2M | 4.7k | 258.43 |
| 2019-12-31 | $1.6M | 4.9k | 323.27 |
| 2019-09-30 | $1.5M | 4.9k | 298.55 |
| 2019-06-30 | $1.3M | 4.4k | 294.74 |
| 2019-03-31 | $1.5M | 5.4k | 284.52 |
| 2018-12-31 | $1.3M | 5.4k | 251.59 |
| 2018-09-30 | $1.6M | 5.4k | 292.71 |
| 2018-06-30 | $1.5M | 5.5k | 273.04 |
| 2018-03-31 | $1.5M | 5.8k | 265.44 |
More positions owned by Willow Creek Wealth Management
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