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iShares S&P 500 Index shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 663 669.71
2025-06-30 $428k 689 621.10
2025-03-31 $753k 1.3k 561.72
2024-12-31 $598k 1.0k 588.75
2024-09-30 $1.1M 1.9k 576.82

More positions owned by Financial & Tax Architects

Ishares Msci Eafe Etf Etf (EFA)
Fidelity Total Bond Etf Etf (FBND)
Spdr S&p 500 Etf Trust Etf (SPY)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Core U.s. Reit Etf Etf (USRT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Johnson & Johnson Stock (JNJ)

View all positions for Financial & Tax Architects

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index