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iShares S&P 500 Index shares owned by Red Mountain Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Red Mountain Financial from 13F filings

Historical chart of Red Mountain Financial 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 Red Mountain Financial 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 Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 406 669.59
2025-06-30 $211k 386 547.45
2025-03-31 $227k 405 561.42
2024-12-31 $228k 388 588.51
2024-09-30 $223k 387 576.90
2024-06-30 $211k 386 547.45

More positions owned by Red Mountain Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Red Mountain Financial

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
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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