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iShares S&P 500 Index shares owned by Rebalance

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

Historical chart of Rebalance 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 Rebalance 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 Rebalance

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2.5k 576.75
2024-06-30 $1.2M 2.3k 547.29
2024-03-31 $1.3M 2.4k 525.71
2023-12-31 $1.1M 2.3k 477.70

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)

View all positions for Rebalance

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
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index