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iShares S&P 500 Index shares owned by Navigoe

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

Historical chart of Navigoe 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 Navigoe 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 Navigoe

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 11k 669.27
2025-06-30 $5.7M 9.2k 620.87
2025-03-31 $3.1M 5.5k 561.83
2024-12-31 $38k 66 575.76

More positions owned by Navigoe

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Navigoe

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