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iShares S&P 500 Index shares owned by McGrath & Associates

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

Historical chart of McGrath & Associates 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 McGrath & Associates 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 McGrath & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 346 685.22
2025-09-30 $221k 330 669.86
2025-06-30 $205k 330 620.13

More positions owned by McGrath & Associates

Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Efficient Gld Pl (GDE)
Tidal Trust Ii Return Stacked U (RSSY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tidal Trust Ii Return Stckd Us (RSST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for McGrath & Associates

Top funds holding iShares S&P 500 Index

BlackRock
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Marshall Wace
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Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index