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iShares S&P 500 Index shares owned by Stuart Chaussee & Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stuart Chaussee & Associates from 13F filings

Historical chart of Stuart Chaussee & Associates 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 Stuart Chaussee & Associates 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 Stuart Chaussee & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 49 477.63
2019-12-31 $21k 64 328.12
2018-09-30 $70k 238 294.12
2018-06-30 $65k 238 273.11
2016-12-31 $19M 86k 224.99

More positions owned by Stuart Chaussee & Associates

Innovator Power Buffer - Nov. Common (PNOV)
Innovator Power Buffer - Oct. Common (POCT)
Vanguard Information Technolog Common (VGT)
Innovator Power Buffer - Sept. Common (PSEP)
iShares Expanded Technology Common (IGM)
Innovator Power Buffer - Jan. Common (PJAN)
Innovator Power Buffer - July Common (PJUL)
Innovator Buffer - Jan. Common (BJAN)
Vanguard High Dividend Yield Common (VYM)
Innovator Power Buffer - May Common (PMAY)
Direxion Small-Cap Bull 3x Common (TNA)
Innovator Power Buffer - Jan. Common (KJAN)
Innovator Power Buffer - Mar. Common (PMAR)
Microsoft Common (MSFT)
Technology Sector SPDR Common (XLK)

View all positions for Stuart Chaussee & Associates

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