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iShares S&P 500 Index shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $384k 731 525.73
2023-12-31 $326k 683 477.63
2023-09-30 $29k 68 429.43
2023-06-30 $30k 68 445.71

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

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