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iShares S&P 500 Index shares owned by Sharp Financial Services

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

Historical chart of Sharp Financial Services 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 Sharp Financial Services 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 Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 1.1k 669.30
2025-06-30 $722k 1.2k 620.90
2025-03-31 $841k 1.5k 561.90
2024-12-31 $1.4M 2.4k 588.68
2024-09-30 $684k 1.2k 576.82
2024-06-30 $534k 976 547.23

More positions owned by Sharp Financial Services

Ishares Tr Dow Jones Us Etf (IYY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Sharp Financial Services

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