iShares S&P 500 Index shares owned by Richmond Brothers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richmond Brothers
from 13F filings
Historical chart of Richmond Brothers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Richmond Brothers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $381k | 556 | 684.94 |
| 2025-09-30 | $372k | 556 | 669.30 |
| 2025-06-30 | $358k | 577 | 620.90 |
| 2025-03-31 | $446k | 793 | 561.90 |
| 2024-12-31 | $476k | 809 | 588.68 |
| 2024-09-30 | $467k | 809 | 576.82 |
| 2024-06-30 | $494k | 902 | 547.23 |
| 2024-03-31 | $477k | 908 | 525.73 |
| 2023-12-31 | $439k | 919 | 477.63 |
| 2023-09-30 | $395k | 919 | 429.43 |
| 2023-06-30 | $403k | 905 | 445.71 |
| 2023-03-31 | $376k | 915 | 411.08 |
| 2022-12-31 | $413k | 1.1k | 384.21 |
| 2022-09-30 | $402k | 1.1k | 359.89 |
| 2022-06-30 | $465k | 1.2k | 377.13 |
| 2022-03-31 | $559k | 1.2k | 454.47 |
| 2021-12-31 | $571k | 1.2k | 476.23 |