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iShares S&P 500 Index shares owned by Marmo Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marmo Financial Group from 13F filings

Historical chart of Marmo Financial Group 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 Marmo Financial Group 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 Marmo Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 415 670.59
2025-06-30 $257k 415 620.24
2025-03-31 $232k 413 562.27
2024-12-31 $243k 412 588.68
2024-09-30 $238k 412 576.82
2024-06-30 $226k 412 547.23

More positions owned by Marmo Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Financials Etf (VFH)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Spdr Series Trust Portfolio Short (SPSB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Marmo Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
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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