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iShares S&P 500 Index shares owned by Retirement Guys Formula

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

Historical chart of Retirement Guys Formula 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 Retirement Guys Formula 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 Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2025-12-31 $653k 1.1k 582.16
2025-09-30 $650k 1.1k 579.08
2025-06-30 $639k 1.1k 569.55
2025-03-31 $642k 1.2k 539.37

More positions owned by Retirement Guys Formula

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Physical Gold Unit (AAAU)
Coca-Cola Company (KO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Retirement Guys Formula

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index