Everest Financial Group »

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

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

Historical chart of Everest 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 Everest 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 Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 4.0k 653.13

More positions owned by Everest Financial Group

Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

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