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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
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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Intl Div Grwth (IGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr Ishares Semicdtr (SOXX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AJ Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index