iShares S&P 500 Index shares owned by World Equity Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by World Equity Group
from 13F filings
Historical chart of World Equity 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 World Equity Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by World Equity Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.3M | 7.9k | 547.51 |
| 2024-03-31 | $9.6M | 18k | 525.75 |
| 2023-12-31 | $13M | 26k | 477.67 |
| 2023-09-30 | $10M | 24k | 429.43 |
| 2023-06-30 | $5.1M | 11k | 445.79 |
| 2023-03-31 | $5.2M | 123k | 42.03 |
| 2022-12-31 | $15M | 39k | 384.21 |
| 2022-09-30 | $21M | 57k | 358.65 |
| 2022-06-30 | $17M | 46k | 379.15 |
| 2022-03-31 | $19M | 42k | 453.69 |