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iShares S&P 500 Index shares owned by ArborFi Advisors

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

Historical chart of ArborFi 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 ArborFi 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 ArborFi Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 31k 669.31
2025-06-30 $19M 30k 620.91
2025-03-31 $16M 28k 561.90
2024-12-31 $15M 25k 588.68

More positions owned by ArborFi Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Portfli Intrmdit (SPTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)

View all positions for ArborFi 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