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iShares S&P 500 Index shares owned by Somnio Financial Group

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

Historical chart of Somnio Financial Group 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 Somnio Financial Group 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 Somnio Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 55k 576.82
2024-06-30 $31M 56k 547.23

More positions owned by Somnio Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg High Y (JNK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Grwt Allocat Etf (AOR)
Home Depot (HD)

View all positions for Somnio Financial Group

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