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iShares S&P 500 Index shares owned by Taylor Financial Group

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

Historical chart of Taylor Financial Group 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 Taylor Financial Group 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 Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $410k 858 477.63

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Microsoft Corporation (MSFT)
Microchip Technology (MCHP)
Oracle Corporation (ORCL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Select Divid Etf (DVY)
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