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iShares S&P 500 Index shares owned by Lauterbach Financial Advisors

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

Historical chart of Lauterbach Financial 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 Lauterbach Financial 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 Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 633 525.73
2023-12-31 $302k 633 477.63

More positions owned by Lauterbach Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Equity Etf (DFUS)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Lauterbach Financial 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