iShares S&P 500 Index shares owned by Rothschild Investment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Rothschild Investment 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 Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.7k | 669.19 |
| 2025-06-30 | $1.1M | 1.8k | 620.97 |
| 2025-03-31 | $1.0M | 1.8k | 561.80 |
| 2024-12-31 | $1.1M | 1.8k | 588.73 |
| 2024-09-30 | $970k | 1.7k | 576.67 |
| 2024-06-30 | $410k | 749 | 547.16 |
| 2024-03-31 | $437k | 831 | 525.99 |
| 2023-12-31 | $423k | 885 | 477.49 |