iShares S&P 500 Index shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 6.6k | 525.77 |
| 2023-12-31 | $2.1M | 4.4k | 477.63 |
| 2023-09-30 | $446k | 1.0k | 429.43 |
| 2023-06-30 | $495k | 1.1k | 445.71 |
| 2023-03-31 | $417k | 1.0k | 411.08 |
| 2022-12-31 | $381k | 992 | 384.21 |
| 2022-09-30 | $316k | 882 | 358.65 |
| 2022-06-30 | $334k | 882 | 379.15 |
| 2022-03-31 | $877k | 1.9k | 453.69 |
| 2021-12-31 | $402k | 842 | 476.99 |
More positions owned by Rockwood Wealth Management
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