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iShares S&P 500 Index shares owned by Deschutes Portfolio Strategy

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

Historical chart of Deschutes Portfolio Strategy 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 Deschutes Portfolio Strategy 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 Deschutes Portfolio Strategy

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 427 525.73
2023-12-31 $204k 427 477.63
2016-12-31 $271k 1.2k 224.90
2016-09-30 $298k 1.4k 217.84
2016-06-30 $254k 1.2k 210.79
2016-03-31 $249k 1.2k 206.64
2015-12-31 $247k 1.2k 204.98

More positions owned by Deschutes Portfolio Strategy

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Shockwave Med (SWAV)
Ascendis Pharma A/s Sponsored Adr (ASND)
Lam Research Corporation (LRCX)
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)
Destra Multi-alternative Common Shares (DMA)
Highland Opportunities Highland Income (HFRO)
Blackrock Science & Technolo Shs Ben Int (BSTZ)
Amazon (AMZN)
Nexpoint Diversified Rel Et Com New (NXDT)
Highland Global mf closed and mf open (HGLB)
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)
Taiwan Fund (TWN)

View all positions for Deschutes Portfolio Strategy

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index