Lynx Investment Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Lynx Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 615 669.14
2025-06-30 $381k 613 620.92
2025-03-31 $343k 611 562.01
2024-12-31 $401k 681 588.89
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)
Ishares Intl Dividend Growth Etf Etf (IGRO)
Spdr Gold Shares Etf Etf (GLD)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Dimensional International Core Equity Market Etf Etf (DFAI)
Microsoft Corp Stock (MSFT)
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)
Ishares Gold Trust Etf (IAU)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Etf (SPY)
Amazon Stock (AMZN)

View all positions for Lynx Investment Advisory

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index