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iShares S&P 500 Index shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management 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 Curbstone Financial Management 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 Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 5.3k 576.82
2024-06-30 $2.8M 5.2k 547.23
2024-03-31 $2.3M 4.4k 525.73
2023-12-31 $760k 1.6k 477.63
2023-09-30 $512k 1.2k 429.43

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
SPDR S&P Midcap 400 Etf (MDY)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
Apple (AAPL)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Invesco S&P 500 Equal Weighted Etf (RSP)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index