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iShares S&P 500 Index shares owned by Perryman Financial Advisory Inc /ad

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Perryman Financial Advisory Inc /ad from 13F filings

Historical chart of Perryman Financial Advisory Inc /ad investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Perryman Financial Advisory Inc /ad 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 Perryman Financial Advisory Inc /ad

Quarter filed Position value Share count Share price at filing
2026-03-31 $306k 469 652.63

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