iShares S&P 500 Index shares owned by WT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $981k | 1.5k | 669.30 |
| 2025-06-30 | $912k | 1.5k | 620.90 |
| 2025-03-31 | $861k | 1.5k | 561.90 |
| 2024-12-31 | $865k | 1.5k | 588.68 |
| 2024-09-30 | $868k | 1.5k | 587.46 |
| 2024-06-30 | $814k | 1.5k | 547.23 |
| 2024-03-31 | $793k | 1.5k | 525.73 |
| 2023-12-31 | $716k | 1.5k | 477.63 |
| 2023-09-30 | $644k | 1.5k | 429.43 |
| 2023-06-30 | $671k | 1.5k | 445.71 |
| 2023-03-31 | $623k | 1.5k | 411.08 |
| 2022-12-31 | $583k | 1.5k | 384.21 |
| 2022-09-30 | $544k | 1.5k | 358.84 |
| 2022-06-30 | $575k | 1.5k | 379.29 |
| 2022-03-31 | $746k | 1.6k | 453.77 |
| 2021-12-31 | $785k | 1.6k | 476.91 |
| 2021-09-30 | $657k | 1.5k | 430.82 |
| 2021-06-30 | $656k | 1.5k | 430.16 |
| 2021-03-31 | $603k | 1.5k | 397.50 |
| 2020-12-31 | $569k | 1.5k | 375.08 |
| 2020-09-30 | $509k | 1.5k | 335.53 |