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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |