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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
2025-09-30 $289k 431 669.91
2025-06-30 $223k 359 620.81
2024-12-31 $207k 351 588.83
2024-09-30 $203k 351 576.97

More positions owned by Shira Ridge Wealth Management

Ishares Tr Esg Optimized (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Legg Mason Etf Invt Franklin Clearbr (YLDE)
Ishares Tr Global Tech Etf (IXN)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Esg Select Scre (XJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Fltg Rate Nt Etf (FLOT)

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
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index