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iShares S&P 500 Index shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $995k 1.5k 669.30
2025-06-30 $930k 1.5k 620.90
2025-03-31 $842k 1.5k 561.90

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

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