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iShares S&P 500 Index shares owned by Farnam Financial

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

Historical chart of Farnam Financial 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 Farnam Financial 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 Farnam Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 368 668.77
2025-06-30 $228k 367 620.25
2025-03-31 $246k 437 562.51
2024-12-31 $305k 518 588.83
2024-09-30 $335k 581 577.08

More positions owned by Farnam Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Farnam Financial

Top funds holding iShares S&P 500 Index

BlackRock
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Royal Bank of Canada
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Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
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View all funds holding iShares S&P 500 Index