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iShares S&P 500 Index shares owned by SWAN Capital

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

Historical chart of SWAN Capital 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 SWAN Capital 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $17k 23 748.87

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Energy Etf (VDE)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for SWAN Capital

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
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