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iShares S&P 500 Index shares owned by Kestra Investment Management

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

Historical chart of Kestra 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 Kestra 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 Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2.4k 576.82
2024-06-30 $490k 896 547.23

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Core Msci Emkt (IEMG)

View all positions for Kestra Investment Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index