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iShares S&P 500 Index shares owned by Ridgeline Wealth

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

Historical chart of Ridgeline Wealth 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 Ridgeline Wealth 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 Ridgeline Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 363 684.00
2025-09-30 $243k 363 668.38
2025-06-30 $227k 366 620.05
2025-03-31 $242k 431 561.25
2024-12-31 $253k 431 588.00

More positions owned by Ridgeline Wealth

American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Avantis Us Small (AVSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
American Centy Etf Tr Avantis Emerging (AVXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Avantis All Eqt (AVGE)

View all positions for Ridgeline Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index