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iShares S&P 500 Index shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial 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 Souders Financial 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 Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $350k 468 748.12
2025-06-30 $250k 402 621.13

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group Core Equity Et Shs Creat Unit (CGUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust St Str P500etf (SPYM)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Souders Financial Advisors

Top funds holding iShares S&P 500 Index

BlackRock
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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