Marshall Financial Group »

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

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

Historical chart of Marshall 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 Marshall 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.0k 576.87
2024-06-30 $489k 894 547.23
2024-03-31 $412k 784 525.73
2023-12-31 $854k 1.8k 477.63
2023-09-30 $973k 2.3k 429.43
2022-03-31 $891k 2.0k 453.90

More positions owned by Marshall Financial Group

Ssga Active Tr Spdr Loomis Sayl (OBND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Extended Dur (EDV)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)

View all positions for Marshall Financial Group

Top funds holding iShares S&P 500 Index

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