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iShares S&P 500 Index shares owned by S&A Financial Services

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

Historical chart of S&A Financial Services 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&A Financial Services 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&A Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $293k 449 653.53

More positions owned by S&A Financial Services

Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ssga Active Etf Tr State Street Bla (SRLN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Us Consum Discre (IYC)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)

View all positions for S&A Financial Services

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