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iShares S&P 500 Index shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 79 654.63

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Us Telecom Etf (IYZ)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Target Corporation (TGT)
PNC Financial Services (PNC)
Merck & Co (MRK)
Amgen (AMGN)
Prologis (PLD)

View all positions for Advisortrust Partners

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