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iShares S&P 500 Index shares owned by Brogan Financial

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

Historical chart of Brogan Financial 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 Brogan Financial 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 Brogan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $414k 618 669.75
2025-06-30 $376k 606 620.59
2025-03-31 $339k 604 561.73
2024-12-31 $354k 602 588.64
2024-09-30 $346k 600 576.62

More positions owned by Brogan Financial

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Etf Ser Solutions Aptus Defined (DRSK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Procter & Gamble Company (PG)
Texas Instruments Incorporated (TXN)

View all positions for Brogan Financial

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