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iShares S&P 500 Index shares owned by IMZ Advisory

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

Historical chart of IMZ Advisory 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 IMZ Advisory 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 IMZ Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 536 575.63
2024-06-30 $326k 596 547.10
2024-03-31 $298k 567 525.86

More positions owned by IMZ Advisory

Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for IMZ Advisory

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index