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iShares S&P 500 Index shares owned by Park Edge Advisors

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

Historical chart of Park Edge 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 Park Edge 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 Park Edge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 660 525.73
2023-12-31 $385k 805 477.63
2023-09-30 $351k 817 429.43
2023-06-30 $398k 892 445.71
2023-03-31 $393k 957 411.08
2022-12-31 $368k 957 384.21

More positions owned by Park Edge Advisors

Lincoln Electric Holdings (LECO)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Simplify Exchange Traded Fun Stable Incm Etf (BUCK)
Simplify Exchange Traded Fun High Yield Plus (CDX)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Paragon 28 (FNA)
Proshares Tr Pshs Ultsh 20yrs (TBT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Procter & Gamble Company (PG)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Microsoft Corporation (MSFT)
Invesco Db Multi-sector Comm Agriculture Fd (DBA)

View all positions for Park Edge 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