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iShares S&P 500 Index shares owned by Accelerate Investment Advisors

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

Historical chart of Accelerate Investment 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 Accelerate Investment 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 Accelerate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 7.4k 669.31
2025-06-30 $4.6M 7.5k 620.92
2025-03-31 $4.7M 8.4k 561.89
2024-12-31 $4.8M 8.1k 588.69
2024-09-30 $4.2M 7.3k 576.80

More positions owned by Accelerate Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Accelerate Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index