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iShares S&P 500 Index shares owned by Lynx Investment Advisory

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

Historical chart of Lynx Investment 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 Lynx Investment 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 Lynx Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 673 576.65
2024-06-30 $367k 670 547.38

More positions owned by Lynx Investment Advisory

Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Dimensional International Core Equity Market Etf Etf (DFAI)
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)
Ishares Intl Dividend Growth Etf Etf (IGRO)
Microsoft Corp Stock (MSFT)
Spdr Gold Shares Etf Etf (GLD)
Spdr Gold Minishares Trust Etf (GLDM)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Mastercard Incorporated Cl A Stock (MA)
Invesco S&p Global Water Index Etf Etf (CGW)
Amazon Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Lynx Investment 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