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iShares S&P 500 Index shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial 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 Edge Financial 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 Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 6.0k 669.30
2025-06-30 $5.0M 8.1k 620.68
2025-03-31 $5.1M 9.1k 561.91

More positions owned by Edge Financial Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Edge Financial 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