Graybill Bartz & Assoc »

iShares S&P 500 Index shares owned by Graybill Bartz & Assoc

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

Historical chart of Graybill Bartz & Assoc 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 Graybill Bartz & Assoc 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 Graybill Bartz & Assoc

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 600 669.30
2025-06-30 $373k 600 620.90
2025-03-31 $337k 600 561.90

More positions owned by Graybill Bartz & Assoc

Apple Stock (AAPL)
Alphabet Stock (GOOGL)
Spdr Gold Shares Etf (GLD)
Raytheon Technologies Corp Stock (RTX)
Flex Stock (FLEX)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Stock (BRK.B)
Ishares Core Emerging Markets Etf Etf (IEMG)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Brookfield Corporation Stock (BN)
Automatic Data Processing Stock (ADP)
General Electric Stock (GE)
Broadcom Stock (AVGO)
Synopsys Stock (SNPS)

View all positions for Graybill Bartz & Assoc

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