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iShares S&P 500 Index shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock Investment 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 Balanced Rock Investment 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 354 653.80

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Esg Advanced Uni (EUSB)

View all positions for Balanced Rock Investment 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