iShares S&P 500 Index shares owned by Wunderlich Securities
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wunderlich Securities
from 13F filings
Historical chart of Wunderlich Securities investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wunderlich Securities 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 Wunderlich Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $3.6M | 9.4k | 379.11 |
| 2022-03-31 | $4.2M | 9.3k | 453.72 |
| 2021-12-31 | $3.8M | 7.9k | 476.95 |
| 2021-09-30 | $3.2M | 7.4k | 430.89 |
| 2021-06-30 | $415k | 966 | 429.61 |
| 2021-03-31 | $384k | 966 | 397.52 |
| 2020-12-31 | $384k | 1.0k | 375.00 |
| 2020-09-30 | $344k | 1.0k | 335.94 |
| 2020-06-30 | $1.1M | 3.4k | 309.76 |
| 2020-03-31 | $1.2M | 4.5k | 257.95 |
| 2019-12-31 | $6.8M | 21k | 323.26 |
| 2019-09-30 | $6.0M | 20k | 298.51 |
| 2019-06-30 | $5.4M | 18k | 294.73 |
| 2019-03-31 | $5.5M | 19k | 284.57 |
| 2018-12-31 | $4.5M | 18k | 251.63 |
| 2016-03-31 | $313k | 1.5k | 206.33 |
| 2015-12-31 | $456k | 2.2k | 204.76 |
| 2015-09-30 | $380k | 2.0k | 192.50 |
| 2015-06-30 | $408k | 2.0k | 206.69 |
| 2015-03-31 | $389k | 1.9k | 207.80 |
| 2014-12-31 | $386k | 1.9k | 206.42 |
| 2014-09-30 | $370k | 1.9k | 198.07 |
| 2014-06-30 | $402k | 2.0k | 196.87 |
| 2014-03-31 | $262k | 1.4k | 187.81 |