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iShares S&P 500 Index shares owned by Financial Management

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

Historical chart of Financial 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 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 Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $242k 371 652.52
2025-12-31 $263k 385 684.24

More positions owned by Financial Management

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust State Street Spd (SPSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Series Trust State Street Spd (SJNK)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr Index Shs Fds State Street Spd (SPEM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Cre U S Reit Etf (USRT)
Wal-Mart Stores (WMT)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Financial Management

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