iShares S&P 500 Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $206k | 356 | 577.41 |
| 2024-06-30 | $193k | 353 | 547.24 |
| 2024-03-31 | $178k | 338 | 525.73 |
| 2023-12-31 | $202k | 423 | 477.10 |
| 2023-09-30 | $217k | 506 | 429.44 |
| 2023-06-30 | $345k | 773 | 445.87 |
| 2023-03-31 | $346k | 841 | 411.03 |
| 2022-12-31 | $338k | 878 | 384.35 |
| 2022-09-30 | $310k | 864 | 358.80 |
| 2022-06-30 | $330k | 869 | 379.75 |
| 2022-03-31 | $402k | 887 | 453.21 |
| 2021-12-31 | $427k | 895 | 476.95 |