Ehrlich Financial Group »

iShares S&P 500 Index shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 4.1k 576.76
2024-06-30 $1.8M 3.3k 547.25
2024-03-31 $1.6M 3.1k 525.69

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
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Bank of America Corporation
Marshall Wace
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Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index