Hillcrest Wealth Advisors - NY »

iShares S&P 500 Index shares owned by Hillcrest Wealth Advisors - NY

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

Historical chart of Hillcrest Wealth Advisors - NY 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 Hillcrest Wealth Advisors - NY 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 Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 566 669.30
2025-06-30 $351k 566 620.90
2025-03-31 $318k 566 561.90
2024-12-31 $333k 566 588.68
2024-09-30 $327k 566 576.82
2024-06-30 $205k 375 547.23

More positions owned by Hillcrest Wealth Advisors - NY

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Hillcrest Wealth Advisors - NY

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