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iShares S&P 500 Index shares owned by Hurlow Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hurlow Wealth Management Group from 13F filings

Historical chart of Hurlow Wealth Management Group 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 Hurlow Wealth Management Group 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 Hurlow Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 352 669.30
2025-06-30 $219k 352 620.90
2024-12-31 $207k 352 588.68
2024-09-30 $203k 352 576.82

More positions owned by Hurlow Wealth Management Group

Vanguard Large-cap Etf Etf (VV)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small-cap Etf Etf (VB)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Vanguard Growth Etf Etf (VUG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Hurlow Wealth Management Group

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