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iShares S&P 500 Index shares owned by CV Advisors

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

Historical chart of CV 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 CV 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 CV Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 451 669.30
2025-06-30 $280k 451 620.90
2025-03-31 $278k 495 561.90
2024-12-31 $253k 501 505.65

More positions owned by CV Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Netflix (NFLX)
Bank of America Corporation (BAC)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Uber Technologies (UBER)

View all positions for CV Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index