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iShares S&P 500 Index shares owned by Shore Point Advisors

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

Historical chart of Shore Point 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 Shore Point 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 Shore Point Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 287 749.13
2024-03-31 $211k 401 525.75
2021-12-31 $134k 280 478.57

More positions owned by Shore Point Advisors

J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Us Small (AVSC)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Msci Intl Moment (IMTM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Fundamental Us S (FNDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us High Profitab (DUHP)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Wisdomtree Tr Us Smallcap Fund (EES)

View all positions for Shore Point Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index