Leonard Rickey Investment Advisors P »

iShares S&P 500 Index shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 1.9k 669.33
2025-06-30 $1.2M 2.0k 620.82
2025-03-31 $1.1M 2.0k 541.58
2024-12-31 $1.2M 2.0k 588.82
2024-09-30 $1.2M 2.0k 576.78
2024-06-30 $1.2M 2.1k 547.18
2024-03-31 $1.1M 2.1k 525.66
2023-12-31 $1.0M 2.2k 477.67
2023-09-30 $936k 2.2k 429.41
2023-06-30 $1.0M 2.3k 445.69
2023-03-31 $1.0M 2.4k 411.05
2022-12-31 $1.1M 2.8k 384.26
2022-09-30 $1.0M 2.8k 358.70
2022-06-30 $1.1M 2.9k 379.11
2022-03-31 $1.3M 2.9k 453.83
2021-12-31 $1.4M 2.9k 477.05
2021-09-30 $1.1M 2.6k 430.92
2021-06-30 $1.1M 2.6k 437.38
2021-03-31 $1.1M 2.6k 397.88
2020-12-31 $918k 2.4k 375.31
2020-09-30 $807k 2.4k 335.97
2020-06-30 $752k 2.4k 309.59
2020-03-31 $631k 2.4k 258.61
2019-12-31 $807k 2.5k 323.19
2019-09-30 $735k 2.5k 298.66
2019-06-30 $820k 2.8k 294.75
2019-03-31 $414k 1.5k 284.34
2018-12-31 $247k 982 251.53
2018-09-30 $266k 909 292.63
2018-06-30 $386k 1.4k 272.79
2018-03-31 $404k 1.5k 265.09
2017-12-31 $400k 1.5k 269.18

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index