iShares S&P 500 Index shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Rooted Wealth Advisors 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 Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 464 | 672.42 |
| 2025-06-30 | $321k | 513 | 626.44 |
| 2025-03-31 | $248k | 488 | 507.61 |
| 2024-12-31 | $311k | 525 | 592.38 |
| 2024-09-30 | $299k | 524 | 570.61 |
| 2024-06-30 | $531k | 955 | 556.02 |
| 2024-03-31 | $312k | 599 | 520.87 |