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iShares S&P 500 Index shares owned by Brown Financial Advisors

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

Historical chart of Brown 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 Brown 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 340 669.30

More positions owned by Brown Financial Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Doubleline Etf Trust Mortgage Etf (DMBS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)

View all positions for Brown Financial Advisors

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