Burk Holdings »

iShares S&P 500 Index shares owned by Burk Holdings

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

Historical chart of Burk Holdings 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 Burk Holdings 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 Burk Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 310 684.94

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Burk Holdings

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
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