Mission Hills Financial Advisory »

iShares S&P 500 Index shares owned by Mission Hills Financial Advisory

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

Historical chart of Mission Hills Financial Advisory 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 Mission Hills Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Mission Hills Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 309 653.21

More positions owned by Mission Hills Financial Advisory

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Bdc Income Etf (BIZD)
PIMCO Corporate Income Fund (PCN)
Global X Fds Nasdaq 100 Cover (QYLD)
Cohen & Steers Quality Income Realty (RQI)
Pimco Dynamic Income SHS (PDI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Select Sector Spdr Tr State Street Con (XLY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for Mission Hills Financial Advisory

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index