iShares S&P 500 Index shares owned by Richardson Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richardson Financial Services
from 13F filings
Historical chart of Richardson Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Richardson Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.30 |
| 2025-06-30 | $261k | 420 | 620.66 |
| 2025-03-31 | $346k | 615 | 561.90 |
| 2024-12-31 | $134k | 227 | 591.00 |
| 2024-09-30 | $404k | 738 | 547.23 |
| 2024-06-30 | $280k | 512 | 547.23 |
| 2024-03-31 | $276k | 539 | 512.26 |
| 2023-12-31 | $49k | 103 | 477.63 |
More positions owned by Richardson Financial Services
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