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iShares S&P 500 Index shares owned by CVFG

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

Historical chart of CVFG 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 CVFG 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 CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 5.0k 669.26
2025-06-30 $3.1M 5.1k 620.85
2025-03-31 $2.8M 4.9k 561.88
2024-12-31 $3.2M 5.4k 588.69

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

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