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iShares S&P 500 Index shares owned by Carnegie Lake Advisors

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

Historical chart of Carnegie Lake 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 Carnegie Lake 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 Carnegie Lake Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 442 669.31
2025-06-30 $307k 495 620.20

More positions owned by Carnegie Lake Advisors

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Stryker Corporation (SYK)
UnitedHealth (UNH)
Alphabet Cap Stk Cl C (GOOG)
WESCO International (WCC)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Parker-Hannifin Corporation (PH)
Home Depot (HD)
Costco Wholesale Corporation (COST)
Intuitive Surgical Com New (ISRG)
Cnx Resources Corporation (CNX)
Cisco Systems (CSCO)

View all positions for Carnegie Lake 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