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iShares S&P 500 Index shares owned by Rubicon Advisors, GP

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

Historical chart of Rubicon Advisors, GP 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 Rubicon Advisors, GP 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 Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 480 684.94

More positions owned by Rubicon Advisors, GP

Apple (AAPL)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Alphabet Cap Stk Cl C (GOOG)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Rubicon Advisors, GP

Top funds holding iShares S&P 500 Index

BlackRock
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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