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iShares S&P 500 Index shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry 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 Symmetry 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 Symmetry

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 2.9k 576.89
2024-06-30 $1.6M 2.9k 547.18
2024-03-31 $591k 1.1k 525.73
2023-12-31 $537k 1.1k 477.63

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAX)
Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFEM)
Vanguard Total World Stock Idx (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional International Small Cap Value ETF (DISV)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional International Core Equity 2 ETF (DFIC)
Apple (AAPL)
Dimensional Etf Trust (DFSV)
Dimensional Etf Trust (DFAE)
Dimensional Etf Trust (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
iShares S&P 500 Index (IVV)

View all positions for Financial Symmetry

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index