Saxony Capital Management »

iShares S&P 500 Index shares owned by Saxony Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Saxony Capital Management from 13F filings

Historical chart of Saxony Capital Management 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 Saxony Capital Management 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $985k 2.1k 477.63

More positions owned by Saxony Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Saxony Capital Management

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