iShares S&P 500 Index shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 2.8k | 588.60 |
| 2024-09-30 | $4.2M | 7.3k | 576.86 |
| 2024-06-30 | $3.9M | 7.2k | 547.27 |
| 2024-03-31 | $3.8M | 7.3k | 525.76 |
| 2023-12-31 | $3.4M | 7.2k | 477.66 |
| 2023-09-30 | $3.5M | 8.0k | 429.45 |
| 2023-06-30 | $3.5M | 7.8k | 445.71 |
| 2023-03-31 | $3.1M | 7.6k | 411.08 |
| 2022-12-31 | $2.9M | 7.6k | 384.21 |
| 2022-09-30 | $2.7M | 7.5k | 358.65 |
| 2022-06-30 | $2.8M | 7.4k | 379.15 |
| 2022-03-31 | $3.4M | 7.5k | 453.69 |