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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
2024-06-30 $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)
Spdr S&p 500 Etf Tr SPY Call Call Option
Select Sector Spdr Tr XLF (XLF)
Pacer Fds Tr PSMD (PSMD)
Select Sector Spdr Tr XLV (XLV)
Pacer Fds Tr PSMR (PSMR)
Listed Fd Tr Hegd (HEGD)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)
Pacer Fds Tr PSMJ (PSMJ)
Select Sector Spdr Tr Xli (XLI)
Pacer Fds Tr PSCW (PSCW)

View all positions for Swan Wealth Advisors

Top funds holding iShares S&P 500 Index

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Jpmorgan Chase & Co
Bank of America Corporation
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Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index