Powers Advisory Group »

iShares S&P 500 Index shares owned by Powers Advisory Group

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

Historical chart of Powers Advisory 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 Powers Advisory 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 Powers Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $744k 1.3k 588.50
2024-09-30 $512k 888 576.55
2024-06-30 $475k 868 546.95

More positions owned by Powers Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wal-Mart Stores (WMT)

View all positions for Powers Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index