iShares S&P 500 Index shares owned by Shotwell Rutter Baer
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shotwell Rutter Baer
from 13F filings
Historical chart of Shotwell Rutter Baer investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Shotwell Rutter Baer 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 Shotwell Rutter Baer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 456 | 676.42 |
| 2025-06-30 | $286k | 456 | 628.17 |
| 2025-03-31 | $232k | 456 | 507.61 |
| 2024-12-31 | $278k | 477 | 583.33 |
| 2024-09-30 | $304k | 528 | 575.69 |
| 2024-06-30 | $295k | 528 | 558.93 |
| 2024-03-31 | $284k | 545 | 521.30 |
| 2023-12-31 | $268k | 559 | 478.53 |