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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Roth Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Roth Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |