iShares S&P 500 Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by RTD Financial Advisors 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95M | 142k | 669.30 |
| 2025-06-30 | $87M | 140k | 620.90 |
| 2025-03-31 | $81M | 145k | 561.90 |
| 2024-12-31 | $88M | 149k | 588.68 |
| 2024-09-30 | $87M | 150k | 576.82 |
| 2024-06-30 | $81M | 148k | 547.23 |
| 2024-03-31 | $78M | 148k | 525.73 |
| 2023-12-31 | $71M | 149k | 477.63 |
| 2023-09-30 | $65M | 152k | 429.43 |
| 2023-06-30 | $69M | 155k | 445.71 |
| 2023-03-31 | $63M | 153k | 411.08 |
| 2022-12-31 | $58M | 151k | 384.21 |
| 2022-09-30 | $55M | 152k | 358.65 |
| 2022-06-30 | $59M | 154k | 379.15 |
| 2022-03-31 | $73M | 162k | 453.69 |
| 2021-12-31 | $77M | 162k | 476.99 |