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iShares S&P 500 Index shares owned by DSG Capital Advisors

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

Historical chart of DSG Capital 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 DSG Capital 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 DSG Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 1.6k 669.45
2025-06-30 $1.0M 1.7k 621.03
2025-03-31 $812k 1.4k 561.90
2024-12-31 $851k 1.4k 588.68

More positions owned by DSG Capital Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs (GS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Target Corporation (TGT)
Meta Platforms Cl A (META)
Visa Com Cl A (V)

View all positions for DSG Capital 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