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iShares S&P 500 Index shares owned by Howard Bailey Securities

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

Historical chart of Howard Bailey Securities 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 Howard Bailey Securities 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 Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 2.5k 669.24
2025-06-30 $1.6M 2.5k 620.80
2025-03-31 $1.5M 2.6k 561.99
2024-12-31 $1.4M 2.3k 588.75
2024-09-30 $1.7M 3.0k 576.85

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Spdr Series Trust Portfolio Sp500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex Stowned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)

View all positions for Howard Bailey Securities

Top funds holding iShares S&P 500 Index

BlackRock
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Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
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