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iShares S&P 500 Index shares owned by Central Valley Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Central Valley Advisors from 13F filings

Historical chart of Central Valley Advisors 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 Central Valley Advisors 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 542 524.64
2023-12-31 $258k 540 477.26

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)

View all positions for Central Valley Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index