iShares S&P 500 Index shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors 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 Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.9k | 669.41 |
| 2025-06-30 | $1.2M | 1.9k | 620.98 |
| 2025-03-31 | $1.1M | 1.9k | 561.96 |
| 2024-12-31 | $1.3M | 2.2k | 595.75 |
| 2024-09-30 | $1.2M | 2.1k | 575.97 |
| 2024-06-30 | $1.2M | 2.2k | 558.94 |
| 2024-03-31 | $1.1M | 2.2k | 506.95 |
| 2023-09-30 | $917k | 2.1k | 437.92 |
| 2023-06-30 | $910k | 2.0k | 445.71 |
| 2023-03-31 | $846k | 2.1k | 410.43 |
| 2022-12-31 | $789k | 2.1k | 382.53 |
| 2022-09-30 | $767k | 2.0k | 374.88 |
| 2022-06-30 | $813k | 2.1k | 390.87 |
| 2022-03-31 | $962k | 2.1k | 454.85 |
| 2021-12-31 | $1.1M | 2.2k | 480.05 |
| 2021-09-30 | $955k | 2.2k | 430.76 |