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iShares S&P 500 Index shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial 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 Burkett Financial 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 65 476.38

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index