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iShares S&P 500 Index shares owned by Rockingstone Advisors

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

Historical chart of Rockingstone 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 Rockingstone 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 Rockingstone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 557 684.94
2023-09-30 $327k 761 429.43
2023-06-30 $339k 761 445.71
2023-03-31 $313k 761 411.08

More positions owned by Rockingstone Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr State Street Tec (XLK)
Tower Semiconductor Shs New (TSEM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Rockingstone Advisors

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
Jones Financial Companies, L.L
CI Private Wealth
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