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iShares S&P 500 Index shares owned by Financial Life Advisors

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

Historical chart of Financial Life Advisors 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 Life Advisors 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 Life Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $317k 602 525.73
2023-12-31 $288k 602 477.63
2023-09-30 $259k 602 429.43
2023-06-30 $268k 602 445.71
2023-03-31 $258k 628 411.08

More positions owned by Financial Life Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr National Mun Etf (MUB)

View all positions for Financial Life Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index