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iShares S&P 500 Index shares owned by Ascension Capital Advisors

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

Historical chart of Ascension Capital 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 Ascension Capital 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 Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $716k 956 748.89

More positions owned by Ascension Capital Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
Ishares Tr Residential Mult (REZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)
Exxon Mobil Corporation (XOM)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Ascension Capital Advisors

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