iShares S&P 500 Index shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 62k | 669.30 |
| 2025-06-30 | $40M | 64k | 620.90 |
| 2025-03-31 | $126M | 224k | 561.90 |
| 2024-12-31 | $162M | 276k | 588.68 |
| 2024-09-30 | $129M | 224k | 576.82 |
| 2024-06-30 | $120M | 220k | 547.23 |
| 2024-03-31 | $114M | 217k | 525.73 |
| 2023-12-31 | $102M | 213k | 477.63 |
| 2023-09-30 | $89M | 208k | 429.43 |
| 2023-06-30 | $91M | 203k | 445.71 |
| 2023-03-31 | $81M | 196k | 411.08 |
| 2022-12-31 | $76M | 197k | 384.21 |
| 2022-09-30 | $59M | 161k | 364.37 |
| 2022-06-30 | $57M | 151k | 379.15 |
| 2022-03-31 | $87M | 192k | 453.69 |
| 2021-12-31 | $89M | 187k | 476.99 |
| 2021-09-30 | $55M | 128k | 430.83 |
| 2021-06-30 | $51M | 119k | 429.92 |
| 2021-03-31 | $59M | 148k | 397.82 |
| 2020-12-31 | $55M | 147k | 375.39 |
| 2020-09-30 | $35M | 105k | 336.06 |
| 2020-06-30 | $35M | 113k | 309.69 |
| 2020-03-31 | $32M | 123k | 258.40 |
| 2019-12-31 | $37M | 114k | 323.24 |
| 2019-09-30 | $12M | 41k | 298.52 |
| 2019-06-30 | $12M | 39k | 294.76 |
| 2019-03-31 | $10M | 36k | 284.56 |
| 2018-12-31 | $8.7M | 35k | 251.60 |
| 2018-09-30 | $9.4M | 32k | 292.72 |
| 2018-06-30 | $8.1M | 30k | 273.06 |
| 2018-03-31 | $5.7M | 21k | 265.38 |
| 2017-12-31 | $4.3M | 16k | 268.82 |
More positions owned by Retirement Income Solutions
View all positions for Retirement Income Solutions