iShares S&P 500 Index shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.6M | 6.1k | 748.87 |
| 2026-03-31 | $2.2M | 3.3k | 653.11 |
| 2025-12-31 | $2.3M | 3.3k | 684.95 |
| 2025-09-30 | $2.1M | 3.1k | 669.32 |
| 2025-06-30 | $1.9M | 3.1k | 620.87 |
| 2025-03-31 | $1.8M | 3.2k | 561.94 |
| 2024-12-31 | $1.9M | 3.2k | 588.74 |
| 2024-09-30 | $1.9M | 3.2k | 576.77 |
| 2024-06-30 | $8.0M | 15k | 547.24 |
| 2024-03-31 | $7.7M | 15k | 525.71 |
| 2023-12-31 | $1.6M | 3.3k | 477.63 |
| 2023-03-31 | $123k | 300 | 411.08 |
| 2022-12-31 | $115k | 300 | 384.21 |
| 2022-09-30 | $108k | 300 | 358.65 |
| 2022-06-30 | $114k | 300 | 379.15 |
| 2022-03-31 | $136k | 300 | 453.69 |
| 2021-12-31 | $143k | 300 | 476.99 |
| 2021-09-30 | $142k | 330 | 430.82 |
| 2021-06-30 | $142k | 330 | 429.92 |
| 2021-03-31 | $139k | 350 | 397.82 |
| 2020-12-31 | $131k | 350 | 375.39 |
| 2020-09-30 | $118k | 350 | 336.06 |
| 2020-06-30 | $108k | 350 | 309.69 |
| 2020-03-31 | $90k | 350 | 258.40 |
| 2019-12-31 | $113k | 350 | 323.24 |
| 2019-09-30 | $105k | 350 | 298.52 |
| 2019-03-31 | $199k | 700 | 284.56 |
| 2018-12-31 | $211k | 840 | 251.61 |
| 2018-09-30 | $73k | 250 | 292.73 |
| 2018-06-30 | $68k | 250 | 273.05 |
| 2018-03-31 | $66k | 250 | 265.37 |
| 2017-12-31 | $54k | 200 | 268.85 |
| 2017-09-30 | $63k | 250 | 252.93 |
| 2017-06-30 | $61k | 250 | 243.41 |
| 2017-03-31 | $59k | 250 | 237.27 |
| 2016-12-31 | $56k | 250 | 224.99 |
| 2016-09-30 | $65k | 300 | 217.56 |
| 2016-06-30 | $63k | 300 | 210.50 |
| 2016-03-31 | $62k | 300 | 206.65 |
| 2015-12-31 | $62k | 300 | 204.87 |
| 2015-09-30 | $54k | 280 | 192.71 |