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iShares S&P 500 Index shares owned by AJ Advisors

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

Historical chart of AJ 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 AJ 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 AJ Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 369 669.82
2025-06-30 $229k 368 621.21
2025-03-31 $206k 367 561.96
2024-12-31 $215k 366 588.54
2024-09-30 $210k 365 576.17

More positions owned by AJ Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Intl Div Grwth (IGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Pgim Etf Tr Total Return Bon (PTRB)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Spdr Series Trust Nuveen Ice High (HYMB)
Principal Exchange Traded Active High Yl (YLD)

View all positions for AJ 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