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iShares S&P 500 Index shares owned by S Harris Financial Group

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

Historical chart of S Harris Financial Group 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 S Harris Financial Group 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 S Harris Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 3.0k 685.05

More positions owned by S Harris Financial Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Covington Trust Enhanced Intl (FENI)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Allstate Corporation (ALL)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Meta Platforms Cl A (META)

View all positions for S Harris Financial Group

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