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iShares S&P 500 Index shares owned by Nestegg Advisors

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

Historical chart of Nestegg Advisors 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 Nestegg Advisors 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 Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $691k 1.1k 602.34

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec 2030 (IBMS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 28 (IBMQ)

View all positions for Nestegg Advisors

Top funds holding iShares S&P 500 Index

BlackRock
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Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index