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iShares S&P 500 Index shares owned by Ridgepath Capital Management

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

Historical chart of Ridgepath Capital Management 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 Ridgepath Capital Management 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 Ridgepath Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 5.3k 669.34
2025-06-30 $3.2M 5.2k 620.84
2025-03-31 $2.9M 5.2k 561.86
2024-12-31 $3.1M 5.2k 588.66
2024-09-30 $4.6M 7.9k 576.80
2024-06-30 $2.7M 4.9k 547.24
2024-03-31 $2.6M 4.9k 525.74
2023-12-31 $2.3M 4.9k 477.63