iShares S&P 500 Index shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners 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 Ridgecrest Wealth Partners 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 Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 12k | 669.30 |
| 2025-06-30 | $7.5M | 12k | 620.90 |
| 2025-03-31 | $6.2M | 11k | 561.90 |
| 2024-12-31 | $6.6M | 11k | 588.68 |
| 2024-09-30 | $6.7M | 12k | 576.82 |
| 2024-06-30 | $6.6M | 12k | 547.23 |
| 2024-03-31 | $6.3M | 12k | 525.73 |
| 2023-12-31 | $5.8M | 12k | 477.63 |
| 2023-09-30 | $5.4M | 13k | 429.43 |
| 2023-06-30 | $5.7M | 13k | 445.71 |
| 2023-03-31 | $5.4M | 13k | 411.08 |
| 2022-12-31 | $5.1M | 13k | 384.21 |
| 2022-09-30 | $5.0M | 14k | 358.63 |
| 2022-06-30 | $5.2M | 14k | 379.15 |
| 2022-03-31 | $5.8M | 13k | 453.67 |
| 2021-12-31 | $6.1M | 13k | 476.95 |
| 2021-09-30 | $5.6M | 13k | 430.79 |
| 2021-06-30 | $5.6M | 13k | 429.90 |
| 2021-03-31 | $3.2M | 8.1k | 397.85 |
More positions owned by Ridgecrest Wealth Partners
View all positions for Ridgecrest Wealth Partners