iShares S&P 500 Index shares owned by Red Tortoise
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Red Tortoise
from 13F filings
Historical chart of Red Tortoise 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 Tortoise 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 Red Tortoise
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 20k | 576.81 |
| 2024-06-30 | $11M | 21k | 547.23 |
| 2024-03-31 | $11M | 21k | 525.72 |
| 2023-12-31 | $10M | 21k | 477.62 |
| 2023-09-30 | $6.9M | 16k | 429.44 |
| 2023-06-30 | $7.2M | 16k | 445.72 |
| 2023-03-31 | $6.6M | 16k | 411.07 |
| 2022-12-31 | $6.2M | 16k | 384.20 |
| 2022-06-30 | $6.5M | 17k | 379.14 |
| 2022-03-31 | $8.1M | 18k | 453.69 |
| 2021-12-31 | $8.6M | 18k | 477.02 |
| 2021-09-30 | $6.2M | 17k | 358.63 |