626 Financial »

iShares S&P 500 Index shares owned by 626 Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial investment in iShares S&P 500 Index

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 23220k225k385385.5386386.5387
Value ($)Share countHistorical IVV position of 626 Financial Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Index held by 626 Financial 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 626 Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $217k 386 561.90
2024-12-31 $227k 386 588.68

More positions owned by 626 Financial

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Pacer Fds Tr Us Small Cap Cas (CALF)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index