Poinciana Advisors Group »

iShares S&P 500 Index shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group 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 Poinciana Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.7k 669.35
2025-06-30 $1.1M 1.7k 620.95
2025-03-31 $229k 408 562.09
2024-12-31 $240k 408 588.88

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

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