iShares S&P 500 Index shares owned by Woodward Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Woodward Financial Advisors
from 13F filings
Historical chart of Woodward Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Woodward Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $37M | 58k | 634.93 |
| 2025-12-31 | $40M | 59k | 684.94 |
| 2025-09-30 | $41M | 61k | 669.30 |
| 2025-06-30 | $38M | 61k | 620.90 |
| 2025-03-31 | $32M | 58k | 561.90 |
| 2024-12-31 | $34M | 57k | 588.68 |
| 2024-09-30 | $34M | 60k | 576.82 |
| 2024-06-30 | $33M | 60k | 548.41 |
| 2024-03-31 | $31M | 59k | 524.88 |
| 2023-12-31 | $28M | 59k | 477.63 |
| 2023-09-30 | $26M | 60k | 429.43 |
| 2023-06-30 | $27M | 60k | 445.71 |
| 2023-03-31 | $29M | 71k | 411.08 |
| 2022-12-31 | $28M | 72k | 384.21 |
| 2022-09-30 | $26M | 73k | 358.65 |
| 2022-06-30 | $27M | 72k | 379.15 |
| 2022-03-31 | $36M | 78k | 453.69 |
| 2021-12-31 | $37M | 78k | 476.99 |
More positions owned by Woodward Financial Advisors
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