Financial Concepts Un »

iShares S&P 500 Index shares owned by Financial Concepts Un

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

Historical chart of Financial Concepts Un 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 Concepts Un 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 Concepts Un

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 8.4k 653.22

More positions owned by Financial Concepts Un

Spdr Dow Jones Indl Average Etf Tr Unit Se Etf (DIA)
Invesco Qqq Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Federated Hme Mdt Lar Val Etf Nav Cf Etf (FLCV)
NVIDIA Corporation (NVDA)
Federated Hme Mdt Sml Cor Etf Nav Cf Etf (FSCC)
Ishares Core S&p 500 Etf Etf (IVV)
Federated Hermes Etf Tr Mdt Etf (MKTN)
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)
Federated Herms U S Strg Div Etf Etf (FDV)
Ishares Tr Core Div Grwth Etf (DGRO)
Apple (AAPL)
Ishares S&p 100 Etf Etf (OEF)
Federated Hermes Etf T Short Duration C Etf (FCSH)

View all positions for Financial Concepts Un

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index