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iShares S&P 500 Index shares owned by Foundry Financial Group

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

Historical chart of Foundry Financial Group 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 Foundry Financial Group 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 Foundry Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 23k 576.82
2024-06-30 $13M 23k 547.23
2024-03-31 $8.0M 15k 525.73
2023-12-31 $6.6M 14k 477.63

More positions owned by Foundry Financial Group

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr International Lr (AVIV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Us Gwt (IUSG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Foundry Financial Group

Top funds holding iShares S&P 500 Index

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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