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iShares S&P 500 Index shares owned by Seros Financial

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

Historical chart of Seros Financial 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 Seros Financial 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 492 669.30
2025-06-30 $306k 492 620.90
2025-03-31 $277k 492 561.90
2024-12-31 $269k 492 547.23

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Adaptive Us (AUSF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Seros Financial

Top funds holding iShares S&P 500 Index

BlackRock
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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