Boston Mountain Money Management »

iShares S&P 500 Index shares owned by Boston Mountain Money Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Boston Mountain Money Management from 13F filings

Historical chart of Boston Mountain Money 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 Boston Mountain Money Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Boston Mountain Money Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $24M 41k 576.82
2024-06-30 $22M 41k 547.23

More positions owned by Boston Mountain Money Management

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Boston Mountain Money Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index