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iShares S&P 500 Index shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory Group 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 Centerpoint Advisory Group 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 Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $993k 1.5k 669.46
2025-06-30 $902k 1.5k 620.95
2025-03-31 $766k 1.4k 561.85
2024-12-31 $742k 1.3k 588.50

More positions owned by Centerpoint Advisory Group

NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
T Rowe Price Etf Cap Appreciation (TCAF)
Etf Ser Solutions Distillate Us (DSTL)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Centerpoint Advisory Group

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