Crumly & Associates »

iShares S&P 500 Index shares owned by Crumly & Associates

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

Historical chart of Crumly & Associates 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 Crumly & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Crumly & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 435 576.82
2023-03-31 $398k 969 411.08

More positions owned by Crumly & Associates

First Tr Exchange-traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Dbx Etf Tr Xtrackers Russel (DEUS)
Etf Ser Solutions Distillate Intnl (DSTX)
J P Morgan Exchange Traded F Active Growth (JGRO)
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dbx Etf Tr Xtrackers Shrt (SHYL)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Value Line Divid In SHS (FVD)

View all positions for Crumly & Associates

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
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