iShares S&P 500 Index shares owned by Roth Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 94k | 669.30 |
| 2025-06-30 | $58M | 93k | 620.90 |
| 2025-03-31 | $53M | 94k | 561.90 |
| 2024-12-31 | $54M | 92k | 588.68 |
| 2024-09-30 | $47M | 86k | 547.23 |
| 2024-06-30 | $47M | 86k | 547.23 |
| 2024-03-31 | $47M | 90k | 525.73 |
| 2023-12-31 | $38M | 79k | 477.63 |
| 2023-09-30 | $33M | 76k | 429.43 |
| 2023-06-30 | $34M | 76k | 445.71 |
| 2023-03-31 | $30M | 74k | 411.08 |
| 2022-12-31 | $27M | 71k | 384.20 |
| 2022-09-30 | $25M | 69k | 358.65 |
| 2022-06-30 | $25M | 66k | 379.16 |
| 2022-03-31 | $29M | 63k | 453.69 |
| 2021-12-31 | $30M | 63k | 476.99 |
| 2021-09-30 | $27M | 64k | 430.82 |
| 2021-06-30 | $28M | 66k | 429.92 |
| 2021-03-31 | $27M | 67k | 397.82 |
| 2020-12-31 | $20M | 53k | 375.38 |