Samalin Investment Counsel »

iShares S&P 500 Index shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-09-30 $210k 488 429.72
2022-03-31 $32k 70 453.69
2021-12-31 $33k 70 476.99
2021-09-30 $30k 69 430.83
2021-06-30 $30k 69 429.91
2020-12-31 $84k 222 376.07
2020-09-30 $72k 214 337.21
2020-06-30 $264k 852 309.86
2019-12-31 $19k 60 316.67

More positions owned by Samalin Investment Counsel

Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Samalin Investment Counsel

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index