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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
2024-03-31 $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

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First Tr Exchange-traded Lng Dur Oprtun (LGOV)
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NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

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