iShares S&P 500 Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $22M | 51k | 429.43 |
| 2023-06-30 | $24M | 53k | 445.71 |
| 2023-03-31 | $22M | 53k | 411.08 |
| 2022-12-31 | $20M | 53k | 384.21 |
| 2022-09-30 | $20M | 55k | 358.66 |
| 2022-06-30 | $20M | 52k | 379.14 |
| 2022-03-31 | $23M | 51k | 453.69 |
| 2021-12-31 | $25M | 52k | 476.99 |
| 2021-09-30 | $22M | 52k | 430.83 |
| 2021-06-30 | $23M | 53k | 429.92 |
| 2021-03-31 | $22M | 53k | 415.87 |
| 2020-12-31 | $20M | 52k | 375.39 |
| 2020-09-30 | $15M | 46k | 336.07 |
| 2020-06-30 | $13M | 43k | 309.70 |
| 2020-03-31 | $11M | 42k | 258.41 |
| 2019-12-31 | $5.1M | 16k | 323.27 |
| 2019-09-30 | $4.3M | 14k | 298.53 |
| 2019-06-30 | $4.7M | 16k | 294.75 |
| 2019-03-31 | $4.5M | 16k | 284.55 |
| 2018-12-31 | $3.9M | 15k | 251.63 |
| 2018-09-30 | $4.5M | 16k | 292.74 |
| 2018-06-30 | $3.6M | 13k | 273.08 |
| 2018-03-31 | $3.6M | 14k | 265.36 |
| 2017-12-31 | $3.6M | 13k | 268.87 |
| 2017-09-30 | $3.3M | 13k | 252.92 |
| 2017-06-30 | $3.2M | 13k | 243.40 |
| 2017-03-31 | $3.1M | 13k | 237.29 |
| 2016-12-31 | $3.0M | 14k | 224.98 |
| 2016-09-30 | $2.9M | 13k | 217.56 |
| 2016-06-30 | $3.2M | 15k | 210.52 |
| 2016-03-31 | $2.6M | 13k | 206.68 |
| 2015-12-31 | $2.6M | 13k | 204.89 |
| 2015-09-30 | $2.9M | 15k | 192.71 |
| 2015-06-30 | $3.1M | 15k | 207.21 |
| 2015-03-31 | $3.1M | 15k | 207.85 |