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iShares S&P 500 Index shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 351 588.83
2024-09-30 $203k 351 576.97

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Shira Ridge Wealth Management

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
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Jones Financial Companies, L.L
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View all funds holding iShares S&P 500 Index