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

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

Historical chart of Providence 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 Providence 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 Providence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 33k 684.95

More positions owned by Providence Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Caterpillar (CAT)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Deere & Company (DE)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Providence Financial Advisors

Top funds holding iShares S&P 500 Index

BlackRock
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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