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iShares S&P 500 Index shares owned by United Income

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

Historical chart of United Income 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 Income 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 Income

Quarter filed Position value Share count Share price at filing
2019-09-30 $2.1M 7.0k 297.65
2019-06-30 $2.1M 7.2k 294.69
2019-03-31 $1.7M 6.1k 284.58
2018-12-31 $662k 2.6k 251.71

More positions owned by United Income

Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Total Bond Market ETF (BND)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Goldman Sachs Etf Tr activebeta int (GSIE)
Vanguard Malvern Fds strm infproidx (VTIP)
Ishares Inc core msci emkt (IEMG)
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Schwab Strategic Tr schwb fdt int sc (FNDC)
Technology SPDR (XLK)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Vanguard Sht Term Govt Bond ETF (VGSH)
Ishares Tr msci usavalfct (VLUE)
Ishares Msci Usa Quality Facto invalid (QUAL)

View all positions for United Income

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index