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

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

Historical chart of SP 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 SP 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $292k 555 525.92
2023-12-31 $265k 555 477.54
2023-09-30 $238k 554 429.64
2023-06-30 $247k 554 445.93
2023-03-31 $228k 554 411.17
2022-12-31 $213k 554 384.16

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
UnitedHealth (UNH)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)

View all positions for SP Asset Management

Top funds holding iShares S&P 500 Index

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First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index