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iShares S&P 500 Index shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth 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 Swan Wealth 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 Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $410M 710k 576.82
2024-06-30 $391M 714k 547.23
2024-03-31 $388M 738k 525.73
2023-12-31 $367M 769k 477.63
2023-09-30 $333M 775k 429.43

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr PSMJ (PSMJ)
Select Sector Spdr Tr XLF (XLF)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSMD (PSMD)
Select Sector Spdr Tr XLV (XLV)
Pacer Fds Tr PSMR (PSMR)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)
Select Sector Spdr Tr Xli (XLI)
Pacer Fds Tr PSCW (PSCW)
Pacer Fds Tr PSCJ (PSCJ)

View all positions for Swan Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
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Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index