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iShares S&P 500 Index shares owned by B&l Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by B&l Asset Management from 13F filings

Historical chart of B&l Asset Management 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 B&l Asset Management 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 7.9k 669.30
2025-06-30 $4.7M 7.6k 621.25

More positions owned by B&l Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
AutoZone (AZO)
TJX Companies (TJX)
Mastercard Incorporated Cl A (MA)
Agnico (AEM)
Ishares Tr Core S&p500 Etf (IVV)
Travelers Companies (TRV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Thermo Fisher Scientific (TMO)

View all positions for B&l Asset Management

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