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

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

Historical chart of Petredis 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 Petredis 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 Petredis Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $550k 978 561.90
2024-12-31 $576k 978 588.68
2024-09-30 $564k 978 576.82

More positions owned by Petredis Investment Advisors

Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr State Street Tec (XLK)
Amazon (AMZN)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Micron Technology (MU)

View all positions for Petredis Investment Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index