iShares S&P 500 Index shares owned by Wills Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wills Financial Group
from 13F filings
Historical chart of Wills Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wills Financial Group 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 Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $349k | 605 | 576.82 |
| 2024-06-30 | $331k | 605 | 547.23 |
| 2024-03-31 | $318k | 605 | 525.73 |
| 2023-12-31 | $289k | 605 | 477.63 |