Personal Resources Investment & Strategic Management »

iShares S&P 500 Index shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 302 669.30
2024-12-31 $467k 793 588.68
2024-09-30 $457k 793 576.82
2024-06-30 $434k 793 547.23
2024-03-31 $726k 1.4k 525.73
2023-12-31 $660k 1.4k 477.63
2023-09-30 $593k 1.4k 429.43
2023-06-30 $616k 1.4k 445.71
2023-03-31 $568k 1.4k 411.08
2022-12-31 $531k 1.4k 384.21
2022-09-30 $495k 1.4k 358.44
2022-06-30 $524k 1.4k 379.44
2022-03-31 $627k 1.4k 454.02
2021-12-31 $659k 1.4k 477.19
2021-09-30 $595k 1.4k 430.85
2021-06-30 $594k 1.4k 430.12
2021-03-31 $549k 1.4k 397.54
2020-12-31 $518k 1.4k 375.09
2020-09-30 $464k 1.4k 335.99
2020-06-30 $428k 1.4k 309.92
2020-03-31 $357k 1.4k 258.51
2019-12-31 $420k 1.3k 323.08
2019-09-30 $393k 1.3k 298.86
2019-06-30 $388k 1.3k 295.06
2019-03-31 $374k 1.3k 284.41
2018-12-31 $319k 1.3k 251.58
2018-09-30 $352k 1.3k 277.60
2018-06-30 $352k 1.3k 277.60
2018-03-31 $341k 1.3k 268.93
2017-12-31 $678k 2.5k 268.73

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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