Oliver Luxxe Assets »

iShares S&P 500 Index shares owned by Oliver Luxxe Assets

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

Historical chart of Oliver Luxxe Assets 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 Oliver Luxxe Assets 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 Oliver Luxxe Assets

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 502 684.56
2022-03-31 $214k 471 454.35

More positions owned by Oliver Luxxe Assets

Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Citigroup Com New (C)
Morgan Stanley Com New (MS)
Capital One Financial (COF)
Philip Morris International (PM)
Ralph Lauren Corp Cl A (RL)
Ge Aerospace Com New (GE)
3M Company (MMM)
Ge Vernova (GEV)
Mueller Industries (MLI)
Abbvie (ABBV)
Meta Platforms Cl A (META)
Wells Fargo & Company (WFC)
Jones Lang LaSalle Incorporated (JLL)

View all positions for Oliver Luxxe Assets

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index