iShares S&P 500 Index shares owned by Rodgers & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rodgers & Associates
from 13F filings
Historical chart of Rodgers & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rodgers & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 2.8k | 477.63 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.6M | 3.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.6k | 411.08 |
| 2022-12-31 | $972k | 2.5k | 384.21 |
| 2022-09-30 | $907k | 2.5k | 358.64 |
| 2022-06-30 | $1.0M | 2.7k | 379.25 |
| 2022-03-31 | $1.2M | 2.7k | 453.53 |
| 2021-12-31 | $1.3M | 2.7k | 477.04 |
| 2021-09-30 | $958k | 2.2k | 430.95 |
| 2021-06-30 | $927k | 2.2k | 429.96 |
| 2021-03-31 | $852k | 2.1k | 397.94 |
| 2020-12-31 | $804k | 2.1k | 375.53 |