iShares S&P 500 Index shares owned by Ronald Blue Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ronald Blue Trust
from 13F filings
Historical chart of Ronald Blue Trust investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ronald Blue Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $65M | 112k | 576.83 |
| 2024-09-30 | $70M | 128k | 547.23 |
| 2024-06-30 | $77M | 147k | 525.73 |
| 2024-03-31 | $77M | 146k | 525.74 |
| 2023-12-31 | $82M | 191k | 429.43 |
| 2023-09-30 | $78M | 175k | 445.71 |
| 2023-06-30 | $76M | 186k | 411.08 |
| 2023-03-31 | $82M | 214k | 384.21 |
| 2022-12-31 | $81M | 226k | 358.65 |
| 2022-09-30 | $91M | 241k | 379.15 |
| 2022-06-30 | $117M | 259k | 453.69 |