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iShares S&P 500 Index shares owned by SFI Advisors

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

Historical chart of SFI 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 SFI 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 SFI Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 1.4k 748.89

More positions owned by SFI Advisors

Ea Series Trust Vari Pe Cycl Etf (VPX)
Apple (AAPL)
Tidal Trust Iii Vist Arti In Etf (AIS)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Spdr Series Trust St Str Blo 1 Etf (BIL)
First Tr Exchange-traded Finls Alphadex (FXO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Us Br Del Se Etf (IAI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Series Trust St Str Sp Telco (XTL)
First Tr Exchange-traded Ny Arca Biotech (FBT)
First Tr Exchange-traded Dj Internt Idx (FDN)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Covington Trust Cloud Computng (FCLD)
Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH)

View all positions for SFI Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index