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Ishares S&p 500 Index fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Ishares S&p 500 Index fund (WFSPX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Ishares S&p 500 Index fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares S&p 500 Index fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares S&p 500 Index fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $75k 115 652.17
2024-12-31 $79k 115 686.96
2024-09-30 $226k 335 674.63
2024-06-30 $214k 335 638.81
2024-03-31 $231k 375 616.00
2023-12-31 $209k 375 557.33
2023-09-30 $188k 375 501.33
2023-06-30 $195k 375 520.00
2023-03-31 $180k 375 480.00
2022-12-31 $168k 375 448.00
2022-09-30 $157k 375 418.67

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

View all positions for Coston, McIsaac & Partners

Top funds holding Ishares S&p 500 Index fund

Hurley Capital

View all funds holding Ishares S&p 500 Index fund