iShares S&P 500 Index shares owned by Willow Street Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Willow Street Advisors
from 13F filings
Historical chart of Willow Street Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Willow Street Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Willow Street Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2013-12-31 | $610k | 3.3k | 185.64 |
2013-09-30 | $530k | 3.1k | 169.01 |
2013-06-30 | $463k | 817 | 566.71 |
2013-03-31 | $435k | 2.8k | 157.44 |
2012-12-31 | $206k | 1.4k | 143.25 |
2012-03-31 | $229k | 1.6k | 140.92 |
2011-06-30 | $259k | 2.0k | 132.48 |
2011-03-31 | $220k | 1.7k | 132.93 |