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iShares S&P 500 Index shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services 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 Spurstone Advisory Services 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 6 669.17
2025-06-30 $3.7k 6 620.83
2025-03-31 $55k 97 561.90

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
HCA Healthcare Common / Ordinary Stock (HCA)
SSgA Funds Management Exchange Traded Fund (SPY)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Chevron Corp Common / Ordinary Stock (CVX)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Palo Alto Networks Common / Ordinary Stock (PANW)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Travelers Common / Ordinary Stock (TRV)
Salesforce Common / Ordinary Stock (CRM)
Phillips 66 Common / Ordinary Stock (PSX)

View all positions for Spurstone Advisory Services

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index