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iShares S&P 500 Index shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments 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 Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 5.1k 477.70
2023-06-30 $203k 456 445.71
2022-09-30 $213k 533 399.62

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Rinkey Investments

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index