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iShares S&P 500 Index shares owned by Equita Financial Network

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Equita Financial Network from 13F filings

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 13k 525.75
2023-12-31 $6.1M 13k 477.62
2023-09-30 $5.7M 13k 429.20

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard World Mega Cap Index (MGC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Equita Financial Network

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