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iShares S&P 500 Index shares owned by Putney Financial Group

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

Historical chart of Putney Financial 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 Putney Financial Group 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 Putney Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $56k 90 620.90
2025-03-31 $45k 80 561.90
2024-12-31 $47k 80 588.68