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

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

Historical chart of Mendota 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 Mendota 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 Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 18k 525.72
2023-12-31 $3.6M 7.6k 477.64
2023-09-30 $782k 1.8k 429.43
2023-06-30 $811k 1.8k 445.71
2023-03-31 $1.3M 3.0k 453.69
2022-12-31 $685k 1.8k 384.21

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Loews Corporation (L)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Group International SHS (CGIE)

View all positions for Mendota Financial Group

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