Sequent Asset Management »

iShares S&P 500 Index shares owned by Sequent Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management 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 Sequent Asset Management 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 Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $478k 909 525.85
2023-12-31 $434k 909 477.63
2023-09-30 $390k 909 429.43
2023-06-30 $405k 909 445.71
2023-03-31 $374k 909 411.44
2022-12-31 $349k 909 383.94

More positions owned by Sequent Asset Management

Fidelity Tr 500 Index Ins Prem MF (FXAIX)
Select Sector SPDR Tr Technolo Ui (XLK)
Schlumberger (SLB)
DFA US Small Cap Value MF (DFSVX)
SPDR S&P 500 Growth Ui (SPYG)
iShares Rus Mid Cap Growth ETF Ui (IWP)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
Fidelity Adv Advisor Intl Z MF (FIDZX)
iShares Min Vol USA ETF Ui (USMV)
Amazon (AMZN)
iShares S&P 500 Val ETF Ui (IVE)
SPDR S&P 500 ETF Tr Ui (SPY)
American Century ETF Tr US Sma Ui (AVUV)
Fidelity Quality Fctor ETF Ui (FQAL)

View all positions for Sequent Asset Management

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