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
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

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

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
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index