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iShares S&P 500 Index shares owned by COFG Advisors

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

Historical chart of COFG 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 COFG 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 COFG Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 15k 684.94

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Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
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Ishares Tr Core Div Grwth (DGRO)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)

View all positions for COFG Advisors

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
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Wells Fargo & Company
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Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
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View all funds holding iShares S&P 500 Index