Ridgepath Capital Management »

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
2024-03-31 $2.6M 4.9k 525.74
2023-12-31 $2.3M 4.9k 477.63

More positions owned by Ridgepath Capital Management

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Proshares Tr Pshs Ult S&p 500 (SSO)
Proshares Tr Ultrapro Qqq (TQQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Paychex (PAYX)
Philip Morris International (PM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Core S&p500 Etf (IVV)
Altria (MO)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Mondelez Intl Cl A (MDLZ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Ridgepath Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index