iShares S&P 500 Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group 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 Ratio Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $307k | 584 | 525.73 |
| 2023-09-30 | $260k | 606 | 429.36 |
| 2023-06-30 | $272k | 611 | 445.64 |
| 2022-12-31 | $237k | 616 | 384.15 |
| 2022-09-30 | $221k | 616 | 358.60 |
| 2022-03-31 | $349k | 769 | 453.64 |
| 2021-12-31 | $233k | 489 | 476.90 |
| 2021-09-30 | $210k | 488 | 430.82 |
| 2020-12-31 | $233k | 489 | 476.90 |