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

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

Historical chart of Buttonwood 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 Buttonwood 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 Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 752 525.38
2023-12-31 $363k 761 477.32
2023-09-30 $333k 775 429.15
2022-03-31 $200k 441 453.51
2021-12-31 $221k 463 477.32

More positions owned by Buttonwood Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Microchip Technology (MCHP)
Markel Corporation (MKL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Buttonwood Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index