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iShares S&P 500 Index shares owned by Bauman Advisory Group

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

Historical chart of Bauman Advisory Group 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 Bauman Advisory Group 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 Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 318 653.59

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Gold Tr Shares Represent (IAUM)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Series Trust State Street Spd (SPHY)
American Centy Etf Tr Avantis Us Small (AVSC)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Bauman Advisory Group

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