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iShares S&P 500 Index shares owned by Brindle & Bay Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brindle & Bay Financial Advisors from 13F filings

Historical chart of Brindle & Bay Financial 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 Brindle & Bay Financial 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 Brindle & Bay Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $352k 513 685.35

More positions owned by Brindle & Bay Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (JNK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Brindle & Bay Financial Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index