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iShares S&P 500 Index shares owned by Advocate Investing Services

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

Historical chart of Advocate Investing Services 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 Advocate Investing Services 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 Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $595k 910 653.55

More positions owned by Advocate Investing Services

Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Sector Spdr Tr State Street Con (XLP)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Global Energ Etf (IXC)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (XME)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wal-Mart Stores (WMT)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)

View all positions for Advocate Investing Services

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index