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iShares S&P 500 Index shares owned by Michels Family Financial

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

Historical chart of Michels Family Financial 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 Michels Family Financial 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 Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 6.3k 669.26
2025-06-30 $4.0M 6.5k 620.87
2025-03-31 $3.7M 6.6k 561.93
2024-12-31 $3.9M 6.6k 588.69

More positions owned by Michels Family Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index