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iShares S&P 500 Index shares owned by Financial Alternatives

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

Historical chart of Financial Alternatives 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 Alternatives 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 Alternatives

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 566 576.82
2024-06-30 $392k 717 547.23
2024-03-31 $377k 717 525.73
2023-09-30 $250k 582 429.43
2023-06-30 $255k 573 445.71
2023-03-31 $236k 573 411.08
2022-12-31 $220k 573 384.21

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Home Depot (HD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Alternatives

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index