iShares S&P 500 Index shares owned by Red Door Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Red Door Wealth Management
from 13F filings
Historical chart of Red Door Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Red Door Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 17k | 525.72 |
| 2023-12-31 | $8.0M | 17k | 477.62 |
| 2023-09-30 | $7.7M | 18k | 429.44 |
| 2023-06-30 | $7.9M | 18k | 445.71 |
| 2023-03-31 | $2.4M | 5.8k | 411.08 |
| 2022-12-31 | $2.5M | 6.5k | 384.20 |
| 2022-09-30 | $2.8M | 7.7k | 358.64 |
| 2022-06-30 | $2.9M | 7.5k | 379.05 |
| 2022-03-31 | $3.4M | 7.5k | 453.72 |
| 2021-12-31 | $4.3M | 9.1k | 476.91 |
| 2021-09-30 | $3.9M | 9.1k | 430.82 |
| 2021-06-30 | $3.9M | 9.1k | 429.94 |
| 2021-03-31 | $3.6M | 9.1k | 398.48 |
| 2020-12-31 | $3.3M | 8.7k | 375.42 |
| 2020-09-30 | $2.9M | 8.7k | 337.12 |
| 2020-06-30 | $2.7M | 8.7k | 309.67 |
| 2020-03-31 | $2.2M | 8.7k | 258.34 |
| 2019-12-31 | $3.0M | 9.2k | 328.82 |
More positions owned by Red Door Wealth Management
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