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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Ironwood Wealth Management 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $54M 103k 525.73
2023-12-31 $48M 101k 477.63
2023-09-30 $40M 92k 429.43
2023-06-30 $39M 88k 445.71
2023-03-31 $36M 87k 411.08
2022-12-31 $32M 84k 384.21
2022-09-30 $30M 83k 358.65
2022-06-30 $30M 79k 379.15
2022-03-31 $35M 77k 453.69
2021-12-31 $35M 73k 476.99
2021-09-30 $30M 68k 430.82
2021-06-30 $27M 64k 429.92
2021-03-31 $23M 58k 397.82
2020-12-31 $21M 57k 375.40
2020-09-30 $15M 44k 336.05
2020-06-30 $9.3M 30k 309.68
2020-03-31 $6.8M 26k 258.39
2019-12-31 $35M 108k 323.24
2019-09-30 $33M 110k 298.52
2019-06-30 $32M 110k 294.75
2019-03-31 $31M 110k 284.56
2018-12-31 $28M 110k 251.61
2018-09-30 $31M 105k 292.73
2018-06-30 $28M 102k 273.05
2018-03-31 $27M 102k 265.37
2017-12-31 $26M 98k 268.86
2017-09-30 $25M 97k 252.93
2017-06-30 $23M 96k 243.41
2017-03-31 $22M 94k 237.27
2016-12-31 $20M 91k 224.99
2016-09-30 $19M 87k 217.56
2016-06-30 $18M 85k 210.50
2016-03-31 $18M 86k 206.65
2015-09-30 $18M 94k 192.71
2015-06-30 $19M 90k 207.25
2015-03-31 $18M 87k 207.79
2014-12-31 $18M 85k 206.65

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

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