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iShares S&P 500 Index shares owned by SS&H Financial Advisors

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

Historical chart of SS&H 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 SS&H 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 SS&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $314k 732 428.96
2023-03-31 $301k 732 411.08

More positions owned by SS&H Financial Advisors

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Abbvie (ABBV)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Pepsi (PEP)
Merck & Co (MRK)
S&p Global (SPGI)
Sherwin-Williams Company (SHW)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Union Pacific Corporation (UNP)

View all positions for SS&H Financial Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index