iShares S&P 500 Index shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 49k | 576.82 |
| 2024-03-31 | $24M | 46k | 525.73 |
| 2023-12-31 | $24M | 51k | 477.63 |
| 2023-09-30 | $20M | 46k | 429.43 |
| 2023-06-30 | $21M | 47k | 445.71 |
| 2023-03-31 | $20M | 48k | 411.08 |
| 2022-12-31 | $18M | 47k | 384.21 |
| 2022-09-30 | $17M | 48k | 358.65 |
| 2022-06-30 | $18M | 47k | 379.16 |
| 2022-03-31 | $21M | 47k | 453.69 |
| 2021-12-31 | $21M | 45k | 476.98 |
| 2021-09-30 | $19M | 43k | 430.81 |
| 2021-06-30 | $18M | 41k | 429.91 |
| 2021-03-31 | $15M | 39k | 397.81 |
| 2020-12-31 | $13M | 33k | 375.40 |
| 2020-09-30 | $8.8M | 26k | 336.08 |
| 2020-06-30 | $6.8M | 22k | 309.69 |
| 2020-03-31 | $3.1M | 12k | 258.39 |
| 2019-12-31 | $3.4M | 11k | 323.25 |
| 2019-09-30 | $2.8M | 9.5k | 298.57 |
| 2019-06-30 | $2.5M | 8.3k | 294.77 |
| 2019-03-31 | $2.3M | 8.1k | 284.57 |
| 2018-12-31 | $2.0M | 7.9k | 251.65 |
| 2018-09-30 | $2.5M | 8.4k | 292.69 |
| 2018-06-30 | $2.2M | 8.1k | 273.06 |
| 2018-03-31 | $2.1M | 7.8k | 265.31 |
| 2017-12-31 | $2.1M | 7.8k | 268.85 |
| 2017-09-30 | $1.9M | 7.6k | 252.94 |
| 2017-06-30 | $1.8M | 7.6k | 243.45 |
| 2017-03-31 | $1.8M | 7.4k | 237.24 |
| 2016-12-31 | $1.6M | 7.2k | 225.01 |
| 2016-09-30 | $859k | 3.9k | 217.52 |
| 2016-06-30 | $396k | 1.9k | 210.19 |
| 2016-03-31 | $363k | 1.8k | 206.96 |
| 2015-12-31 | $318k | 1.6k | 204.90 |
| 2015-09-30 | $265k | 1.4k | 192.87 |
| 2015-06-30 | $202k | 974 | 207.39 |