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

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

Historical chart of Fiduciary 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 Fiduciary 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $756k 1.3k 575.93
2024-06-30 $667k 1.2k 568.04

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg Invt (FLRN)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Fiduciary Financial Group

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
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index