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iShares S&P 500 Index shares owned by Marotta Asset Management

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

Historical chart of Marotta Asset 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 Marotta Asset 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 Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 571 672.36
2025-06-30 $252k 405 620.90

More positions owned by Marotta Asset Management

Vanguard Mid-Cap Value ETF (VOE)
Vanguard Information Technology ETF (VGT)
Columbia Etf Tr Ii Em Core Ex etf (XCEM)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Health Care ETF (VHT)
Vanguard Emerging Markets ETF (VWO)
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB)
Vanguard Consumer Staples ETF (VDC)
Schwab Strategic Tr sht tm us tres (SCHO)
Schwab Strategic Tr 0 (SCHP)
iShares MSCI Netherlands Investable (EWN)
Ishares Tr cmn (EIRL)
Ishares Msci Finland Capped (EFNL)

View all positions for Marotta Asset Management

Top funds holding iShares S&P 500 Index

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Jones Financial Companies, L.L
Pnc Financial Services
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Bank of New York Mellon
NISA Investment Advisors
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View all funds holding iShares S&P 500 Index