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iShares S&P 500 Index shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 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 Elm3 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 Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $597k 891 669.47
2025-06-30 $570k 917 621.04
2025-03-31 $629k 1.1k 562.00
2024-12-31 $818k 1.4k 588.77

More positions owned by Elm3 Financial Group

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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Blackrock Etf Trust Ii Ishares Floating (BRLN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Sr Ln Active Etf (LONZ)

View all positions for Elm3 Financial Group

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