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iShares S&P 500 Index shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services 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 Targeted Financial Services 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 Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 450 684.94

More positions owned by Targeted Financial Services

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr State Street Con (XLP)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Ene (XLE)
Abbvie (ABBV)

View all positions for Targeted Financial Services

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index