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iShares S&P 500 Index shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 56 684.95

More positions owned by Ken Roberts Investment Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Tyson Foods Cl A (TSN)
Alphabet Cap Stk Cl A (GOOGL)
Citigroup Com New (C)
NetApp (NTAP)
Baker Hughes Company Cl A (BKR)
Pimco Etf Tr Multisector Bd (PYLD)
UnitedHealth (UNH)
Huntington Bancshares Incorporated (HBAN)
United Parcel Service CL B (UPS)
Lamar Advertising Cl A (LAMR)
Texas Instruments Incorporated (TXN)
Devon Energy Corporation (DVN)
Key (KEY)

View all positions for Ken Roberts Investment Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index