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iShares S&P 500 Index shares owned by Nvest Financial

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

Historical chart of Nvest Financial 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 Nvest Financial 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 Nvest Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $943k 1.4k 669.11
2025-06-30 $1.1M 1.8k 620.78
2025-03-31 $1.1M 2.0k 561.84
2024-12-31 $1.2M 2.0k 588.66

More positions owned by Nvest Financial

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
TJX Companies (TJX)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Netflix (NFLX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Nvest Financial

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