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iShares S&P 500 Index shares owned by Retirement Income Solutions

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Retirement Income Solutions from 13F filings

Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $114M 217k 525.73
2023-12-31 $102M 213k 477.63
2023-09-30 $89M 208k 429.43
2023-06-30 $91M 203k 445.71
2023-03-31 $81M 196k 411.08
2022-12-31 $76M 197k 384.21
2022-09-30 $59M 161k 364.37
2022-06-30 $57M 151k 379.15
2022-03-31 $87M 192k 453.69
2021-12-31 $89M 187k 476.99
2021-09-30 $55M 128k 430.83
2021-06-30 $51M 119k 429.92
2021-03-31 $59M 148k 397.82
2020-12-31 $55M 147k 375.39
2020-09-30 $35M 105k 336.06
2020-06-30 $35M 113k 309.69
2020-03-31 $32M 123k 258.40
2019-12-31 $37M 114k 323.24
2019-09-30 $12M 41k 298.52
2019-06-30 $12M 39k 294.76
2019-03-31 $10M 36k 284.56
2018-12-31 $8.7M 35k 251.60
2018-09-30 $9.4M 32k 292.72
2018-06-30 $8.1M 30k 273.06
2018-03-31 $5.7M 21k 265.38
2017-12-31 $4.3M 16k 268.82

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index