iShares S&P 500 Index shares owned by REDW Stanley Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by REDW Stanley Financial Advisors
from 13F filings
Historical chart of REDW Stanley Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by REDW Stanley Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 18k | 588.70 |
| 2024-09-30 | $1.3M | 2.3k | 576.83 |
| 2024-06-30 | $1.4M | 2.5k | 547.17 |
| 2024-03-31 | $1.3M | 2.5k | 525.72 |
| 2023-12-31 | $1.5M | 3.2k | 477.62 |
| 2023-09-30 | $1.0M | 2.4k | 429.39 |
| 2023-06-30 | $1.1M | 2.4k | 445.67 |
| 2023-03-31 | $797k | 1.9k | 411.00 |
| 2022-12-31 | $386k | 1.0k | 384.10 |
| 2022-09-30 | $637k | 1.8k | 358.67 |
| 2022-06-30 | $485k | 1.3k | 379.50 |
| 2022-03-31 | $534k | 1.2k | 454.08 |
| 2021-12-31 | $560k | 1.2k | 476.60 |
| 2021-09-30 | $505k | 1.2k | 430.89 |
| 2021-06-30 | $504k | 1.2k | 430.03 |
| 2021-03-31 | $511k | 1.3k | 397.98 |
| 2020-12-31 | $473k | 1.3k | 375.40 |
| 2020-09-30 | $423k | 1.3k | 336.25 |
| 2020-06-30 | $439k | 1.4k | 309.59 |
| 2020-03-31 | $365k | 1.4k | 258.32 |
| 2019-12-31 | $457k | 1.4k | 323.43 |
| 2019-09-30 | $421k | 1.4k | 298.79 |
| 2019-06-30 | $480k | 1.6k | 294.48 |
| 2019-03-31 | $343k | 1.2k | 284.88 |
| 2018-12-31 | $333k | 1.3k | 251.89 |
| 2018-09-30 | $213k | 729 | 292.18 |
More positions owned by REDW Stanley Financial Advisors
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