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iShares S&P 500 Index shares owned by Presidio Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Presidio Capital Management from 13F filings

Historical chart of Presidio Capital 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 Presidio Capital 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 Presidio Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 10k 669.28
2025-06-30 $6.0M 9.6k 620.87
2025-03-31 $5.5M 9.9k 561.88
2024-12-31 $5.4M 9.2k 588.68
2024-09-30 $4.9M 8.5k 576.81
2024-06-30 $5.1M 9.3k 547.23

More positions owned by Presidio Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Glb X Mlp Enrg I (MLPX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Presidio Capital Management

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