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iShares S&P 500 Index shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $210k 443 474.89

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Bd Index Short Term Short Trm Bond (BSV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares Core S&p Mid-cap Etf Core S&p (IJH)
Ishares Core S&p Small-cap Etf Core S&p (IJR)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P 500 Index

Creative Planning
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index