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iShares S&P 500 Index shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 14k 576.83
2024-06-30 $7.9M 15k 547.25
2024-03-31 $6.9M 13k 525.75
2023-12-31 $6.1M 13k 477.62
2023-09-30 $5.7M 13k 429.20

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Extend Mkt Etf (VXF)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Equita Financial Network

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
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