Financial Security Advisor »

iShares S&P 500 Index shares owned by Financial Security Advisor

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

Historical chart of Financial Security Advisor 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 Security Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $444k 845 525.49
2023-12-31 $417k 873 477.81
2023-09-30 $383k 887 431.44

More positions owned by Financial Security Advisor

Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Cl A Common Stock (GOOGL)
Exxon Mobil Corp Common Stock (XOM)
McDonalds Corp Common Stock (MCD)
Cisco Systems Common Stock (CSCO)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPLG)

View all positions for Financial Security Advisor

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