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iShares S&P 500 Index shares owned by IMPACTfolio

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

Historical chart of IMPACTfolio 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 IMPACTfolio 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 IMPACTfolio

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 552 576.82
2024-06-30 $302k 552 547.23
2024-03-31 $290k 552 525.73
2023-06-30 $370k 829 445.71
2022-06-30 $215k 567 379.19
2022-03-31 $257k 567 453.26

More positions owned by IMPACTfolio

Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Esg Awre Usd Etf (SUSC)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr Esg Aware Msci (ESML)
Vaneck Etf Trust Vaneck Shrt Muni (SMB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for IMPACTfolio

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index