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iShares S&P 500 Index shares owned by Astoria Portfolio Advisors

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

Historical chart of Astoria Portfolio 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 Astoria Portfolio 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 Astoria Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 719 676.24
2025-06-30 $453k 711 637.16
2025-03-31 $368k 685 537.57
2024-09-30 $316k 542 582.61
2023-06-30 $219k 485 452.27
2022-12-31 $1.2M 3.0k 397.70

More positions owned by Astoria Portfolio Advisors

Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Investment Managers Ser Tr I Astoria Real (PPI)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Bank of America Corporation (BAC)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ssga Active Tr Spdr Bridgewater (ALLW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)

View all positions for Astoria Portfolio 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