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iShares S&P 500 Index shares owned by Formulate Financial

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

Historical chart of Formulate 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 Formulate Financial 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 Formulate Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $280k 366 764.47

More positions owned by Formulate Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Amazon (AMZN)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for Formulate Financial

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
NISA Investment Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
Citadel Advisors
LPL Financial
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index