iShares S&P 500 Index shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 538 | 669.79 |
| 2024-09-30 | $522k | 905 | 576.98 |
| 2024-06-30 | $852k | 1.6k | 547.30 |
| 2024-03-31 | $1.0M | 1.9k | 525.77 |
| 2023-12-31 | $964k | 2.0k | 477.65 |
| 2023-09-30 | $925k | 2.1k | 431.39 |
| 2023-06-30 | $1.2M | 2.7k | 445.69 |
| 2023-03-31 | $1.1M | 2.8k | 411.05 |
| 2022-12-31 | $1.0M | 2.7k | 384.17 |
| 2022-09-30 | $1.1M | 2.8k | 397.00 |
| 2022-06-30 | $1.1M | 2.8k | 379.15 |
| 2022-03-31 | $1.3M | 2.8k | 453.76 |
| 2021-12-31 | $1.3M | 2.8k | 477.05 |
| 2021-09-30 | $1.2M | 2.8k | 430.87 |
| 2021-06-30 | $1.2M | 2.8k | 429.95 |
| 2020-12-31 | $1.0M | 2.8k | 375.40 |
| 2020-09-30 | $873k | 2.6k | 336.06 |
| 2020-06-30 | $836k | 2.7k | 309.69 |
| 2020-03-31 | $702k | 2.7k | 258.40 |
| 2019-12-31 | $1.0M | 3.1k | 323.24 |
| 2019-09-30 | $999k | 3.3k | 298.52 |
| 2019-06-30 | $972k | 3.3k | 294.75 |
| 2019-03-31 | $840k | 3.0k | 284.56 |
| 2018-12-31 | $685k | 2.7k | 251.61 |
| 2018-09-30 | $804k | 2.7k | 292.73 |
| 2018-06-30 | $995k | 3.6k | 273.05 |
| 2018-03-31 | $296k | 1.1k | 265.37 |
| 2017-12-31 | $240k | 892 | 268.85 |
| 2017-09-30 | $245k | 967 | 252.93 |
| 2017-06-30 | $226k | 928 | 243.41 |
| 2017-03-31 | $499k | 2.1k | 237.27 |
| 2016-12-31 | $1.6M | 7.0k | 224.99 |
| 2016-09-30 | $1.3M | 6.0k | 217.56 |
| 2016-06-30 | $1.9M | 9.2k | 210.50 |
| 2016-03-31 | $1.8M | 8.5k | 206.65 |
| 2015-12-31 | $353k | 1.7k | 204.87 |
More positions owned by RPg Family Wealth Advisory
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