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iShares S&P 500 Index shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0B 1.5k 669181.70
2025-06-30 $982M 1.6k 621082.86
2025-03-31 $888M 1.6k 561906.96
2024-12-31 $873M 1.5k 588629.80
2024-09-30 $855M 1.5k 576970.29
2024-06-30 $782M 1.4k 547123.16
2024-03-31 $750M 1.4k 525615.98
2023-09-30 $618M 1.4k 429331.48
2023-06-30 $650M 1.5k 445609.05
2023-03-31 $599M 1.5k 411046.70
2022-12-31 $559M 1.5k 384081.16

More positions owned by DDFG

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for DDFG

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