Sherman Asset Management »

iShares S&P 500 Index shares owned by Sherman Asset Management

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

Historical chart of Sherman Asset Management 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 Sherman Asset Management 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 Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 33k 669.32
2025-06-30 $20M 33k 620.92
2025-03-31 $20M 35k 561.90
2024-12-31 $20M 33k 588.68

More positions owned by Sherman Asset Management

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)

View all positions for Sherman Asset Management

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