iShares S&P 500 Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by RMR Wealth Builders 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 RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 764 | 669.22 |
| 2025-06-30 | $474k | 763 | 620.67 |
| 2025-03-31 | $428k | 761 | 562.26 |
| 2024-12-31 | $468k | 794 | 588.98 |
| 2024-09-30 | $473k | 820 | 576.65 |
| 2024-06-30 | $410k | 749 | 546.97 |
| 2024-03-31 | $393k | 748 | 525.39 |
| 2023-12-31 | $244k | 511 | 477.92 |
| 2021-12-31 | $213k | 446 | 477.58 |
| 2021-03-31 | $165k | 415 | 397.59 |
| 2020-12-31 | $147k | 391 | 375.96 |
| 2020-06-30 | $125k | 402 | 310.95 |
| 2019-12-31 | $122k | 378 | 322.75 |