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iShares S&P 500 Index shares owned by Values First Advisors

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

Historical chart of Values First Advisors 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 Values First Advisors 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 Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 26 525.73

More positions owned by Values First Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Vaalco Energy Com New (EGY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Cintas Corporation (CTAS)
Amphenol Corp Cl A (APH)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Synovus Finl Corp Com New (SNV)
National Retail Properties (NNN)

View all positions for Values First Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
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