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iShares S&P 500 Index shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 3.9k 525.71
2023-12-31 $1.8M 3.7k 477.67
2023-09-30 $1.6M 3.6k 429.41
2022-12-31 $1.3M 3.3k 384.22

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Wise Origin Bitcoin SHS
Ishares Bitcoin Tr SHS
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Panoramic Investment Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
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