iShares S&P 500 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 669.22 |
| 2025-06-30 | $2.1M | 3.3k | 620.90 |
| 2025-03-31 | $1.9M | 3.4k | 561.84 |
| 2024-12-31 | $2.0M | 3.3k | 588.68 |
| 2024-09-30 | $1.9M | 3.3k | 576.74 |
| 2024-06-30 | $1.8M | 3.2k | 547.24 |
| 2024-03-31 | $1.7M | 3.2k | 525.68 |
| 2023-12-31 | $1.5M | 3.2k | 477.67 |
| 2023-09-30 | $1.4M | 3.2k | 429.44 |
| 2023-06-30 | $1.3M | 3.0k | 445.64 |
| 2023-03-31 | $1.2M | 3.0k | 411.10 |
| 2022-12-31 | $1.2M | 3.0k | 384.16 |
| 2022-09-30 | $1.1M | 3.0k | 358.66 |
| 2022-06-30 | $1.1M | 2.9k | 379.20 |
| 2022-03-31 | $7.3M | 16k | 454.79 |
| 2021-12-31 | $7.7M | 16k | 476.96 |
| 2021-09-30 | $7.0M | 16k | 430.80 |
| 2021-06-30 | $7.0M | 16k | 429.91 |
| 2021-03-31 | $6.5M | 16k | 397.82 |
| 2020-12-31 | $6.0M | 16k | 375.39 |
| 2020-09-30 | $5.4M | 16k | 336.09 |
| 2020-06-30 | $5.0M | 16k | 309.71 |
More positions owned by Rockbridge Investment Management, LCC
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