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iShares S&P 500 Index shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management 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 Redwood Wealth Management Group 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 Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 5.8k 525.73
2023-12-31 $2.8M 5.8k 477.63
2023-09-30 $2.5M 5.8k 429.43
2023-06-30 $2.7M 6.0k 445.71
2023-03-31 $2.1M 5.1k 411.08
2022-12-31 $2.0M 5.2k 384.21