iShares S&P 500 Index shares owned by Redwood Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Redwood Wealth Management Group
from 13F filings
Historical chart of Redwood Wealth Management Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Redwood Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.3M | 5.8k | 576.82 |
2024-06-30 | $3.2M | 5.9k | 547.23 |
2024-03-31 | $3.0M | 5.8k | 525.73 |
2023-12-31 | $2.8M | 5.8k | 477.63 |
2023-09-30 | $2.5M | 5.8k | 429.43 |
2023-06-30 | $2.7M | 6.0k | 445.71 |
2023-03-31 | $2.1M | 5.1k | 411.08 |
2022-12-31 | $2.0M | 5.2k | 384.21 |
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