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iShares S&P 500 Index shares owned by EdgeRock Capital

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

Historical chart of EdgeRock Capital 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 EdgeRock Capital 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 EdgeRock Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 16k 669.28
2025-06-30 $9.9M 16k 620.91
2023-09-30 $57M 132k 431.42
2023-06-30 $47M 106k 445.71
2023-03-31 $43M 104k 411.08
2022-12-31 $39M 103k 384.21

More positions owned by EdgeRock Capital

Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Lazard Active Etf Tr Us Systematic Sm
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for EdgeRock Capital

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