iShares S&P 500 Index shares owned by Rosenblum-Silverman-Sutton
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rosenblum-Silverman-Sutton
from 13F filings
Historical chart of Rosenblum-Silverman-Sutton investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Rosenblum-Silverman-Sutton consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Rosenblum-Silverman-Sutton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 515 | 669.30 |
| 2025-06-30 | $320k | 515 | 620.90 |
| 2025-03-31 | $326k | 580 | 561.90 |
| 2024-12-31 | $341k | 580 | 588.68 |
| 2024-09-30 | $345k | 598 | 576.82 |
| 2024-06-30 | $327k | 598 | 547.23 |
| 2024-03-31 | $314k | 598 | 525.73 |
| 2023-12-31 | $286k | 598 | 477.63 |
| 2023-09-30 | $257k | 598 | 429.43 |
| 2023-06-30 | $267k | 598 | 445.71 |
| 2023-03-31 | $246k | 598 | 411.08 |
| 2022-12-31 | $230k | 598 | 384.62 |
| 2022-09-30 | $214k | 598 | 357.86 |
| 2022-06-30 | $233k | 615 | 378.86 |
| 2022-03-31 | $279k | 615 | 453.66 |
| 2021-12-31 | $293k | 615 | 476.42 |
| 2021-09-30 | $265k | 615 | 430.89 |
| 2021-06-30 | $264k | 615 | 429.27 |
| 2021-03-31 | $245k | 615 | 398.37 |
| 2020-12-31 | $255k | 678 | 376.11 |
| 2020-09-30 | $228k | 678 | 336.28 |
| 2020-03-31 | $209k | 809 | 258.34 |
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