iShares S&P 500 Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 17k | 588.68 |
| 2024-09-30 | $9.9M | 17k | 576.82 |
| 2024-06-30 | $9.2M | 17k | 547.23 |
| 2024-03-31 | $8.6M | 16k | 525.73 |
| 2023-12-31 | $7.8M | 16k | 477.63 |
| 2023-09-30 | $7.1M | 16k | 429.43 |
| 2023-06-30 | $7.1M | 16k | 445.71 |
| 2023-03-31 | $6.6M | 16k | 411.08 |
| 2022-12-31 | $6.1M | 16k | 384.21 |
| 2022-09-30 | $5.7M | 16k | 358.65 |
| 2022-06-30 | $5.8M | 15k | 379.16 |
| 2022-03-31 | $7.0M | 15k | 453.66 |
| 2021-12-31 | $7.2M | 15k | 476.96 |
| 2021-09-30 | $6.5M | 15k | 430.79 |
| 2021-06-30 | $6.7M | 16k | 429.93 |
| 2021-03-31 | $6.0M | 15k | 397.85 |
| 2020-12-31 | $5.0M | 15k | 336.04 |
| 2020-09-30 | $5.0M | 15k | 336.04 |
| 2020-06-30 | $4.4M | 14k | 309.69 |
| 2020-03-31 | $3.7M | 14k | 258.38 |
| 2019-12-31 | $4.7M | 15k | 323.21 |
| 2019-09-30 | $4.4M | 15k | 298.55 |
| 2019-06-30 | $4.3M | 15k | 294.73 |
| 2019-03-31 | $4.2M | 15k | 284.54 |
| 2018-12-31 | $3.6M | 14k | 251.65 |
| 2018-09-30 | $5.2M | 18k | 292.75 |
| 2018-06-30 | $4.8M | 18k | 273.06 |
| 2018-03-31 | $4.8M | 18k | 265.38 |
| 2017-12-31 | $5.0M | 19k | 268.86 |
| 2017-09-30 | $4.9M | 19k | 252.92 |
| 2017-06-30 | $4.8M | 20k | 243.42 |
| 2017-03-31 | $4.8M | 20k | 237.29 |
| 2016-12-31 | $4.5M | 20k | 224.98 |
| 2016-09-30 | $4.8M | 22k | 217.54 |
| 2016-06-30 | $4.7M | 22k | 210.51 |
| 2016-03-31 | $4.6M | 22k | 206.65 |
| 2015-12-31 | $4.8M | 23k | 204.86 |
| 2015-09-30 | $3.4M | 18k | 192.72 |
| 2015-06-30 | $3.6M | 17k | 207.20 |
| 2015-03-31 | $3.3M | 16k | 207.80 |
| 2014-12-31 | $3.3M | 16k | 206.86 |
| 2014-09-30 | $2.9M | 15k | 198.25 |
| 2014-06-30 | $2.9M | 15k | 197.02 |
| 2014-03-31 | $2.9M | 15k | 188.11 |
| 2013-12-31 | $2.6M | 14k | 185.62 |
| 2013-09-30 | $2.4M | 14k | 168.93 |
| 2013-06-30 | $2.2M | 14k | 160.91 |
| 2013-03-31 | $2.2M | 14k | 157.36 |
| 2012-12-31 | $2.0M | 14k | 143.17 |
| 2012-09-30 | $2.0M | 14k | 144.40 |
| 2012-06-30 | $1.9M | 14k | 136.72 |
| 2012-03-31 | $1.9M | 14k | 132.42 |
| 2011-12-31 | $1.8M | 14k | 125.97 |
| 2011-09-30 | $1.8M | 16k | 113.72 |
| 2011-06-30 | $1.9M | 14k | 132.42 |
| 2011-03-31 | $2.1M | 16k | 133.03 |