Financial Advocates Investment Management »

iShares S&P 500 Index shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Advocates Investment Management 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 Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 8.5k 669.31
2025-06-30 $14M 23k 620.89
2025-03-31 $13M 24k 561.91
2024-12-31 $15M 26k 588.68
2024-09-30 $8.2M 19k 439.63
2024-06-30 $7.9M 21k 379.90
2024-03-31 $8.0M 16k 500.36
2023-12-31 $7.7M 17k 454.69
2023-09-30 $7.0M 16k 429.25
2023-06-30 $8.3M 19k 436.47
2023-03-31 $15M 37k 411.08
2022-12-31 $8.1M 21k 377.36
2022-09-30 $7.5M 22k 334.20
2022-06-30 $13M 35k 379.16
2022-03-31 $18M 39k 453.69
2021-12-31 $7.0M 15k 476.77
2021-09-30 $6.4M 15k 430.60
2021-06-30 $12M 28k 429.90
2021-03-31 $12M 31k 397.81
2020-12-31 $7.7M 21k 374.85
2020-09-30 $11M 33k 336.06
2020-06-30 $16M 53k 309.69
2020-03-31 $12M 55k 216.95
2019-12-31 $42M 130k 323.24
2019-09-30 $38M 127k 298.52
2019-06-30 $39M 131k 294.75
2019-03-31 $35M 123k 284.56
2018-12-31 $7.4M 107k 68.90
2018-09-30 $27M 98k 275.73
2018-06-30 $17M 60k 273.76
2018-03-31 $14M 53k 265.36
2017-12-31 $13M 50k 268.67

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index