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iShares S&P 500 Index shares owned by Navigation Group

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

Historical chart of Navigation 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 Navigation 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 Navigation Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 300 748.89

More positions owned by Navigation Group

Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Series Trust St Str P500val (SPYV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust ST STR PR SP1500 (SPTM)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Tesla Motors (TSLA)
Apple (AAPL)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Navigation Group

Top funds holding iShares S&P 500 Index

Alaska Permanent Fund Corp
BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada

View all funds holding iShares S&P 500 Index