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iShares S&P 500 Index shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 433 653.21

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Ishares Msci Equal Weite (EUSA)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Apple (AAPL)
Abbott Laboratories (ABT)
Exxon Mobil Corporation (XOM)
Capital Group International SHS (CGIC)
Microsoft Corporation (MSFT)

View all positions for Swisher Financial Concepts

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index