Griffith & Werner »

iShares S&P 500 Index shares owned by Griffith & Werner

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

Historical chart of Griffith & Werner 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 Griffith & Werner 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 Griffith & Werner

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 405 684.64
2025-09-30 $277k 404 684.75
2025-03-31 $331k 589 562.35
2024-12-31 $596k 1.0k 588.57

More positions owned by Griffith & Werner

First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
Citigroup Com New (C)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Coca-Cola Company (KO)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Truist Financial Corp equities (TFC)
At&t (T)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Verizon Communications (VZ)
Southern Company (SO)

View all positions for Griffith & Werner

Top funds holding iShares S&P 500 Index

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NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
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LPL Financial

View all funds holding iShares S&P 500 Index