IFC Advisors »

iShares S&P 500 Index shares owned by IFC Advisors

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

Historical chart of IFC 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 IFC Advisors 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 IFC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.6M 16k 588.68

More positions owned by IFC Advisors

Vanguard World Mega Grwth Ind (MGK)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Index Fds Mid Cap Etf (VO)
Genius Sports Shares Cl A (GENI)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for IFC Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index