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iShares S&P 500 Index shares owned by Mayfair Advisory Group

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

Historical chart of Mayfair Advisory 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 Mayfair Advisory 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 Mayfair Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 3.6k 563.04
2024-03-31 $1.6M 3.1k 525.73
2023-12-31 $342k 720 474.89

More positions owned by Mayfair Advisory Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Mayfair Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index