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iShares S&P 500 Index shares owned by Ascent Advisors

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

Historical chart of Ascent 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 Ascent 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 Ascent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $412k 630 653.21

More positions owned by Ascent Advisors

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Moodys Anltcs Ig (MIG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vaneck Etf Trust Biotech Etf (BBH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vaneck Etf Trust Israel Etf (ISRA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Ascent Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index