iShares S&P 500 Index shares owned by Root Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 2.6k | 685.02 |
| 2025-09-30 | $1.4M | 2.1k | 669.30 |
| 2025-06-30 | $1.3M | 2.1k | 620.81 |
| 2025-03-31 | $1.1M | 2.0k | 562.01 |
| 2024-12-31 | $900k | 1.5k | 588.77 |
| 2024-09-30 | $860k | 1.5k | 576.96 |
| 2024-06-30 | $491k | 898 | 547.13 |
| 2024-03-31 | $297k | 565 | 525.64 |
| 2023-12-31 | $269k | 564 | 477.68 |