Sittner & Nelson »

iShares S&P 500 Index shares owned by Sittner & Nelson

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

Historical chart of Sittner & Nelson 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 Sittner & Nelson 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 Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2024-09-30 $36k 63 576.83
2024-06-30 $35k 63 547.22
2024-03-31 $29k 55 525.73

More positions owned by Sittner & Nelson

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Starbucks Corporation (SBUX)
Stryker Corporation (SYK)
Chevron Corporation (CVX)
Costco Wholesale Corporation (COST)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT)
AeroVironment (AVAV)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Sittner & Nelson

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index