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iShares S&P 500 Index shares owned by Retiremitten Financial

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

Historical chart of Retiremitten Financial 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 Retiremitten Financial 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 Retiremitten Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $634k 846 748.89

More positions owned by Retiremitten Financial

SPDRA Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)
SPDRA Portfolio S&P 500 Growth ETF Exchange Traded Fund (SPYG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDRA Portfolio Aggregate Bond ETF Exchange Traded Fund (SPAB)
SPDRA Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
SPDR Portfolio High Yield Bond ETF Exchange Traded Fund (SPHY)
iShares Core 10 Year USD Bond ETF Exchange Traded Fund (ILTB)
SPDRA Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund (SPMD)
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)
SPDRA Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
iShares Core US REIT ETF Exchange Traded Fund (USRT)
SPDRA Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT)
Caterpillar Stock (CAT)
Vanguard Growth ETF Exchange Traded Fund (VUG)

View all positions for Retiremitten Financial

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index