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iShares S&P 500 Index shares owned by Secured Retirement Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Secured Retirement Advisors from 13F filings

Historical chart of Secured Retirement Advisors 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 Secured Retirement Advisors 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 Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 692 525.73
2023-12-31 $331k 692 477.63

More positions owned by Secured Retirement Advisors

Ea Series Trust Strive 500 Etf (STRV)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Microsoft Corporation (MSFT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Caterpillar (CAT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Advanced Micro Devices (AMD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Index Fds Total Stk Mkt (VTI)
Applied Materials (AMAT)
Costco Wholesale Corporation (COST)
Ea Series Trust Strive Emerging (STXE)

View all positions for Secured Retirement Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index