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iShares S&P 500 Index shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial 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 Highland Financial 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 Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $403k 684 589.18
2024-09-30 $322k 559 576.03

More positions owned by Highland Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Avantis Respon U (AVSU)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index