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iShares S&P 500 Index shares owned by Winthrop Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Winthrop Advisory Group from 13F filings

Historical chart of Winthrop Advisory Group 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 Winthrop Advisory 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $122M 211k 576.82
2024-06-30 $88M 161k 547.23
2024-03-31 $82M 156k 525.73
2023-12-31 $73M 152k 477.63
2023-09-30 $62M 145k 431.39
2023-06-30 $61M 137k 445.71
2023-03-31 $53M 129k 411.08
2022-12-31 $49M 127k 384.21
2022-09-30 $44M 121k 358.65
2022-06-30 $46M 120k 379.15
2022-03-31 $54M 120k 453.69
2021-12-31 $55M 116k 476.99
2021-09-30 $50M 117k 430.82
2021-06-30 $51M 120k 429.98
2021-03-31 $51M 129k 397.82
2020-12-31 $53M 140k 375.39
2020-09-30 $43M 126k 338.39
2020-06-30 $33M 107k 311.81
2020-03-31 $24M 94k 258.40
2019-12-31 $38M 116k 323.24
2019-09-30 $32M 105k 298.52
2019-06-30 $29M 97k 294.75
2019-03-31 $26M 91k 286.69
2018-12-31 $21M 83k 251.61
2018-09-30 $25M 85k 289.86
2018-06-30 $15M 56k 273.05
2018-03-31 $11M 42k 264.76
2017-12-31 $6.9M 25k 276.11