Sherman Porfolios »

iShares S&P 500 Index shares owned by Sherman Porfolios

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

Historical chart of Sherman Porfolios 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 Porfolios 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 Porfolios

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 2.2k 684.94

More positions owned by Sherman Porfolios

Microsoft Corporation (MSFT)
S&p Global (SPGI)
Goldman Sachs (GS)
Marriott Intl Cl A (MAR)
Caterpillar (CAT)
Avery Dennison Corporation (AVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ecolab (ECL)
Walt Disney Company (DIS)
Proshares Tr Pshs Ult S&p 500 (SSO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Sherman Porfolios

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index