iShares S&P 500 Index shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.6k | 669.27 |
| 2025-06-30 | $5.3M | 8.6k | 620.87 |
| 2025-03-31 | $4.9M | 8.7k | 561.87 |
| 2024-12-31 | $5.1M | 8.7k | 590.95 |
| 2024-09-30 | $4.2M | 7.4k | 576.79 |
| 2024-06-30 | $4.4M | 8.1k | 547.21 |
| 2024-03-31 | $3.5M | 6.6k | 525.77 |
| 2023-12-31 | $2.1M | 4.4k | 477.63 |
| 2023-09-30 | $446k | 1.0k | 429.43 |
| 2023-06-30 | $495k | 1.1k | 445.71 |
| 2023-03-31 | $417k | 1.0k | 411.08 |
| 2022-12-31 | $381k | 992 | 384.21 |
| 2022-09-30 | $316k | 882 | 358.65 |
| 2022-06-30 | $334k | 882 | 379.15 |
| 2022-03-31 | $877k | 1.9k | 453.69 |
| 2021-12-31 | $402k | 842 | 476.99 |
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