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iShares S&P 500 Index shares owned by Cassia Capital Partners

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

Historical chart of Cassia Capital Partners 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 Cassia Capital Partners 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 Cassia Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 18k 576.83
2024-06-30 $10M 19k 547.22
2024-03-31 $8.3M 16k 525.74
2023-12-31 $4.8M 10k 477.65

More positions owned by Cassia Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Goldman Sachs Etf Tr Future Tech Lead (GTEK)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Cassia Capital Partners

Top funds holding iShares S&P 500 Index

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Bank of America Corporation
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Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index