Seamount Financial Group »

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

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

Historical chart of Seamount 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 Seamount Financial Group 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 Seamount Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 393 669.77
2025-06-30 $219k 352 621.77

More positions owned by Seamount Financial Group

Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Core Balanced SHS (CGBL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 0-5 High Yield (HYS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Seamount Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index