iShares S&P 500 Index shares owned by Rebalance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rebalance
from 13F filings
Historical chart of Rebalance investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rebalance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.19 |
| 2025-06-30 | $1.7M | 2.8k | 620.94 |
| 2025-03-31 | $1.6M | 2.8k | 561.99 |
| 2024-12-31 | $1.4M | 2.4k | 588.76 |
| 2024-09-30 | $1.4M | 2.5k | 576.75 |
| 2024-06-30 | $1.2M | 2.3k | 547.29 |
| 2024-03-31 | $1.3M | 2.4k | 525.71 |
| 2023-12-31 | $1.1M | 2.3k | 477.70 |