iShares S&P 500 Index shares owned by Retirement Capital Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Retirement Capital Strategies
from 13F filings
Historical chart of Retirement Capital Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Retirement Capital Strategies 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 Retirement Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 827 | 669.30 |
| 2025-06-30 | $514k | 827 | 620.90 |
| 2025-03-31 | $491k | 873 | 561.90 |
| 2024-12-31 | $512k | 870 | 588.68 |
| 2024-09-30 | $872k | 1.5k | 576.71 |
| 2024-03-31 | $433k | 824 | 525.73 |
| 2023-12-31 | $394k | 824 | 477.63 |
| 2023-09-30 | $354k | 824 | 429.43 |
| 2023-06-30 | $367k | 824 | 445.71 |
| 2023-03-31 | $339k | 824 | 411.08 |
| 2022-12-31 | $317k | 824 | 384.21 |
| 2022-09-30 | $296k | 824 | 359.22 |
| 2022-06-30 | $477k | 1.3k | 378.87 |
| 2022-03-31 | $600k | 1.4k | 439.88 |
| 2021-12-31 | $393k | 824 | 476.94 |
| 2021-09-30 | $355k | 824 | 430.83 |
| 2021-06-30 | $354k | 824 | 429.61 |
| 2021-03-31 | $328k | 824 | 398.06 |
| 2020-09-30 | $270k | 824 | 327.67 |
| 2020-06-30 | $255k | 824 | 309.47 |
| 2020-03-31 | $213k | 824 | 258.50 |
| 2019-12-31 | $266k | 824 | 322.82 |
| 2019-09-30 | $246k | 824 | 298.54 |
| 2019-06-30 | $243k | 824 | 294.90 |
| 2019-03-31 | $272k | 955 | 284.82 |
| 2018-12-31 | $240k | 955 | 251.31 |
| 2018-09-30 | $1.2M | 3.9k | 292.73 |
| 2018-06-30 | $530k | 1.9k | 273.34 |
More positions owned by Retirement Capital Strategies
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