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iShares S&P 500 Index shares owned by Fullerton Advisors

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

Historical chart of Fullerton Advisors 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 Fullerton Advisors 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 Fullerton Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $442k 645 685.39

More positions owned by Fullerton Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust State Street Spd (SPTM)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Fullerton Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index