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iShares S&P 500 Index shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp 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 Financial Advisory Corp 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 Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $125M 187k 669.30
2025-06-30 $117M 188k 620.90
2025-03-31 $105M 187k 561.90
2024-12-31 $106M 180k 588.68

More positions owned by Financial Advisory Corp

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Global Energ Etf (IXC)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)

View all positions for Financial Advisory Corp

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