Farrell Financial »

iShares S&P 500 Index shares owned by Farrell Financial

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

Historical chart of Farrell 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 Farrell Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Farrell Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $470k 859 546.98
2024-03-31 $450k 856 525.80
2023-12-31 $381k 886 430.32

More positions owned by Farrell Financial

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Esg Intl Stk Etf (VSGX)
Microsoft Corporation (MSFT)
Loews Corporation (L)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Farrell Financial

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
FMR
LPL Financial

View all funds holding iShares S&P 500 Index