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iShares S&P 500 Index shares owned by Eclectic Associates

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

Historical chart of Eclectic Associates 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 Eclectic Associates 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 Eclectic Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $452k 661 684.48
2025-09-30 $612k 914 669.14
2025-06-30 $567k 913 620.99
2025-03-31 $513k 913 561.63
2024-12-31 $510k 866 588.67

More positions owned by Eclectic Associates

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Short Duration F (DFSD)
Pimco Etf Tr Active Bd Etf (BOND)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Eclectic Associates

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