iShares S&P 500 Index shares owned by Ruggaard & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ruggaard & Associates
from 13F filings
Historical chart of Ruggaard & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ruggaard & Associates 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 Ruggaard & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.7k | 669.32 |
| 2025-06-30 | $4.7M | 7.6k | 620.92 |
| 2025-03-31 | $4.6M | 8.1k | 561.90 |
| 2024-12-31 | $4.4M | 7.5k | 588.72 |
| 2024-09-30 | $4.4M | 7.6k | 576.83 |
| 2024-06-30 | $4.1M | 7.4k | 547.26 |
| 2024-03-31 | $4.1M | 7.7k | 525.76 |
| 2023-12-31 | $3.4M | 7.1k | 477.63 |
| 2023-09-30 | $2.9M | 6.7k | 429.43 |