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iShares S&P 500 Index shares owned by Ruedi Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ruedi Wealth Management from 13F filings

Historical chart of Ruedi Wealth Management 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 Ruedi Wealth Management 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 Ruedi Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $276k 368 748.91
2025-03-31 $1.1k 2 562.00
2024-12-31 $1.2k 2 588.50
2023-03-31 $141k 342 411.08

More positions owned by Ruedi Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)

View all positions for Ruedi Wealth Management

Top funds holding iShares S&P 500 Index

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Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index