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iShares S&P 500 Index shares owned by Central Valley Advisors

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

Historical chart of Central Valley 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 Central Valley 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $405k 620 653.79
2024-03-31 $284k 542 524.64
2023-12-31 $258k 540 477.26

More positions owned by Central Valley Advisors

Apple (AAPL)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Central Valley Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index