iShares S&P 500 Index shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93M | 139k | 669.30 |
| 2025-06-30 | $86M | 139k | 620.88 |
| 2025-03-31 | $78M | 138k | 561.85 |
| 2024-12-31 | $86M | 147k | 589.09 |
| 2024-09-30 | $124M | 217k | 571.37 |
| 2024-06-30 | $76M | 138k | 548.33 |
| 2024-03-31 | $52M | 99k | 525.73 |
| 2023-12-31 | $46M | 96k | 477.63 |
| 2023-09-30 | $20M | 45k | 431.41 |
| 2023-06-30 | $22M | 48k | 445.71 |
| 2023-03-31 | $19M | 47k | 411.08 |
| 2022-12-31 | $14M | 36k | 384.39 |
| 2022-09-30 | $13M | 36k | 358.66 |
| 2022-06-30 | $13M | 35k | 379.14 |
| 2022-03-31 | $16M | 35k | 453.69 |
| 2021-12-31 | $16M | 32k | 477.00 |
| 2021-09-30 | $14M | 32k | 430.82 |
| 2021-06-30 | $14M | 32k | 429.93 |
| 2021-03-31 | $13M | 32k | 397.82 |
| 2020-12-31 | $11M | 28k | 375.38 |
| 2020-09-30 | $11M | 33k | 336.05 |
| 2020-06-30 | $10M | 33k | 309.68 |
| 2020-03-31 | $8.6M | 33k | 258.39 |
| 2019-12-31 | $9.8M | 30k | 323.25 |
| 2019-09-30 | $8.8M | 30k | 298.51 |
| 2019-06-30 | $8.8M | 30k | 294.75 |
| 2019-03-31 | $8.7M | 31k | 284.57 |
| 2018-12-31 | $8.0M | 32k | 251.94 |
| 2018-09-30 | $15M | 49k | 293.99 |
| 2018-06-30 | $14M | 50k | 274.34 |
| 2018-03-31 | $15M | 55k | 265.38 |
| 2017-12-31 | $15M | 55k | 268.85 |
| 2017-09-30 | $14M | 55k | 252.94 |
| 2017-06-30 | $14M | 56k | 243.43 |
| 2017-03-31 | $14M | 57k | 237.28 |
| 2016-12-31 | $12M | 54k | 224.99 |
| 2016-09-30 | $12M | 54k | 217.57 |
| 2016-06-30 | $12M | 57k | 210.49 |
| 2016-03-31 | $12M | 60k | 206.65 |
| 2015-12-31 | $11M | 54k | 205.07 |
| 2015-09-30 | $10M | 53k | 193.77 |
| 2015-06-30 | $9.7M | 47k | 207.23 |
| 2015-03-31 | $10M | 48k | 207.84 |
| 2014-12-31 | $9.3M | 45k | 206.87 |
| 2014-09-30 | $8.2M | 41k | 198.27 |
| 2014-06-30 | $7.8M | 39k | 196.99 |
| 2014-03-31 | $7.1M | 38k | 188.13 |