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iShares S&P 500 Index shares owned by United Asset Strategies

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

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 476 477.90
2019-12-31 $352k 1.1k 323.53

More positions owned by United Asset Strategies

Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Mastercard Incorporated Cl A (MA)
Spdr Gold Tr Gold Shs (GLD)
Cigna Corp (CI)
Servicenow (NOW)
Entergy Corporation (ETR)

View all positions for United Asset Strategies

Top funds holding iShares S&P 500 Index

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Bank of America Corporation
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Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
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