iShares S&P 500 Index shares owned by Retirement Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 6.3k | 525.72 |
| 2023-12-31 | $3.0M | 6.3k | 477.64 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2023-06-30 | $3.0M | 6.7k | 445.71 |
| 2023-03-31 | $2.6M | 6.4k | 411.04 |
| 2022-12-31 | $2.5M | 6.4k | 384.21 |
| 2022-09-30 | $1.4M | 4.0k | 358.57 |
| 2022-06-30 | $2.6M | 6.9k | 379.12 |
| 2022-03-31 | $3.0M | 6.7k | 453.63 |
| 2021-12-31 | $3.2M | 6.6k | 477.02 |
| 2021-09-30 | $4.1M | 9.6k | 430.79 |
| 2021-06-30 | $4.1M | 9.6k | 429.95 |
| 2021-03-31 | $4.0M | 9.9k | 397.77 |
| 2020-12-31 | $4.4M | 12k | 375.35 |
| 2020-09-30 | $231k | 12k | 19.58 |
| 2020-06-30 | $4.4M | 14k | 309.67 |
| 2019-12-31 | $492k | 1.5k | 323.47 |