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iShares S&P 500 Index shares owned by Richmond Investment Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richmond Investment Services from 13F filings

Historical chart of Richmond Investment Services 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 Richmond Investment Services 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 Richmond Investment Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 5.6k 653.26
2025-12-31 $3.1M 4.5k 684.99
2025-09-30 $2.5M 3.7k 669.23
2025-06-30 $2.2M 3.5k 620.94
2025-03-31 $401k 714 562.03
2024-12-31 $428k 727 588.58