iShares S&P 500 Index shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Rocky Mountain Advisers 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 Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.7k | 525.73 |
| 2023-12-31 | $2.2M | 4.7k | 477.63 |
| 2023-09-30 | $2.0M | 4.7k | 429.43 |
| 2023-06-30 | $1.9M | 4.7k | 411.08 |
| 2023-03-31 | $1.9M | 4.7k | 411.16 |
| 2022-12-31 | $1.8M | 4.7k | 384.22 |
| 2022-09-30 | $1.7M | 4.7k | 358.56 |
| 2022-06-30 | $2.1M | 5.6k | 379.19 |
| 2022-03-31 | $2.5M | 5.6k | 453.67 |
| 2021-12-31 | $2.7M | 5.6k | 477.01 |
| 2021-09-30 | $2.4M | 5.6k | 430.86 |
| 2021-06-30 | $2.4M | 5.6k | 429.97 |
| 2021-03-31 | $2.2M | 5.6k | 397.90 |
| 2020-12-31 | $2.1M | 5.6k | 375.45 |
| 2020-09-30 | $1.9M | 5.6k | 336.07 |
| 2018-09-30 | $4.0k | 15 | 266.67 |
| 2018-06-30 | $4.0k | 15 | 266.67 |
| 2018-03-31 | $4.0k | 15 | 266.67 |
| 2017-12-31 | $4.0k | 15 | 266.67 |
| 2017-09-30 | $4.0k | 15 | 266.67 |