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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
2024-03-31 $298k 567 525.86

More positions owned by IMZ Advisory

Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Financial (XLF)
J P Morgan Exchange Traded F Ultra Shrt Inc (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)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

View all positions for IMZ Advisory

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index