iShares S&P 500 Index shares owned by Roger Wittlin Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Roger Wittlin Investment Advisory
from 13F filings
Historical chart of Roger Wittlin Investment Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 38k | 669.30 |
| 2025-06-30 | $26M | 41k | 620.91 |
| 2025-03-31 | $24M | 43k | 561.91 |
| 2024-12-31 | $26M | 44k | 588.68 |
| 2024-09-30 | $24M | 42k | 576.82 |
| 2024-06-30 | $22M | 40k | 547.23 |
| 2024-03-31 | $17M | 32k | 525.73 |
| 2023-12-31 | $10M | 21k | 477.68 |
| 2023-09-30 | $9.0M | 21k | 429.46 |
| 2023-06-30 | $9.0M | 20k | 445.71 |
| 2023-03-31 | $7.2M | 18k | 411.08 |
| 2022-12-31 | $6.7M | 18k | 384.21 |
| 2022-06-30 | $6.6M | 17k | 379.14 |
| 2022-03-31 | $7.9M | 17k | 453.66 |
| 2021-12-31 | $11M | 23k | 476.98 |
More positions owned by Roger Wittlin Investment Advisory
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