iShares S&P 500 Index shares owned by Ironwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ironwood Wealth Management
from 13F filings
Historical chart of Ironwood Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ironwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Ironwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $40M | 70k | 576.82 |
2024-06-30 | $37M | 68k | 547.23 |
2024-03-31 | $40M | 75k | 525.73 |
2023-12-31 | $37M | 77k | 477.63 |
2023-09-30 | $32M | 74k | 429.43 |
2023-06-30 | $42M | 94k | 445.71 |
2023-03-31 | $38M | 91k | 411.08 |
2022-12-31 | $34M | 87k | 384.21 |
2022-09-30 | $33M | 88k | 379.15 |
2022-06-30 | $33M | 88k | 379.15 |
2022-03-31 | $38M | 83k | 453.68 |
2021-12-31 | $44M | 93k | 476.99 |
2021-09-30 | $34M | 78k | 429.54 |
2021-06-30 | $34M | 78k | 429.54 |
2021-03-31 | $30M | 76k | 397.82 |
2020-12-31 | $28M | 75k | 375.39 |
2020-09-30 | $21M | 67k | 309.69 |
2020-06-30 | $21M | 67k | 309.69 |
2020-03-31 | $17M | 65k | 258.40 |
2019-12-31 | $17M | 51k | 323.23 |
2019-09-30 | $6.8M | 23k | 298.54 |
2019-06-30 | $6.3M | 22k | 294.72 |
2019-03-31 | $3.5M | 12k | 284.53 |
2018-12-31 | $3.1M | 12k | 251.58 |
2018-09-30 | $3.3M | 11k | 292.69 |
2018-06-30 | $3.1M | 11k | 273.05 |
2017-09-30 | $3.6M | 14k | 252.93 |
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