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iShares S&P 500 Index shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 37k 446.32
2023-06-30 $224k 528 423.75
2023-03-31 $598k 1.5k 411.14
2022-12-31 $580k 1.4k 418.56

More positions owned by Strategic Investment Solutions

Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dfa Global Allocation 25/75 I Equity Funds (DGTSX)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Berkshire Hathaway Class B Common Stock (BRK.B)
American Funds American Mutual F2 Ntf Equity Funds (AMRFX)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

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