January Capital Advisors »

iShares S&P 500 Index shares owned by January Capital Advisors

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

Historical chart of January Capital 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 January Capital 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 January Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-06-30 $528k 1.4k 379.31
2022-03-31 $528k 1.4k 379.31
2021-12-31 $716k 1.5k 476.70

More positions owned by January Capital Advisors

Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchng Trad Slf Inde Invt Grd Defsv (IIGD)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Chevron Corporation (CVX)
Invesco Actively Managed Etf Total Return (GTO)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Apple (AAPL)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Gold Tr Ishares New (IAU)
Amgen (AMGN)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for January Capital Advisors

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