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iShares S&P 500 Index shares owned by Breakthru Advisory Services

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

Historical chart of Breakthru Advisory Services 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 Breakthru Advisory Services 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 Breakthru Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 45k 669.30
2025-06-30 $16M 28k 561.90
2025-03-31 $16M 28k 561.90
2024-12-31 $17M 30k 588.68

More positions owned by Breakthru Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Select Sector Spdr Tr Indl (XLI)
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Tortoise Capital Series Trus Essential Energy (TPZ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Breakthru Advisory Services

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