First Pacific Financial »

iShares S&P 500 Index shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial 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 First Pacific Financial 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 First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $199k 346 576.01
2024-06-30 $248k 454 547.03
2024-03-31 $265k 504 525.22
2023-12-31 $218k 456 477.12
2023-09-30 $147k 343 428.84
2023-06-30 $153k 343 445.10

More positions owned by First Pacific Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Dimensional Etf Trust World Equity Etf (DFAW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Matthews Intl Fds Emerging Markets (EMSF)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for First Pacific Financial

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