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iShares S&P 500 Index shares owned by Rollins Financial Advisors

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

Historical chart of Rollins Financial 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 Rollins Financial 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 Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.9k 669.44
2025-06-30 $1.1M 1.8k 620.94
2025-03-31 $1.0M 1.8k 561.85
2024-12-31 $1.2M 2.0k 588.54
2024-09-30 $1.1M 2.0k 576.68
2024-03-31 $960k 1.8k 525.60

More positions owned by Rollins Financial Advisors

Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Jpmorgan Chase & Co Stock (JPM)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Rollins Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index