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iShares S&P 500 Index shares owned by Tepp RIA

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

Historical chart of Tepp RIA 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 Tepp RIA 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 Tepp RIA

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 32k 669.30
2025-06-30 $22M 35k 620.89

More positions owned by Tepp RIA

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Glb Infrastr Etf (IGF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Citigroup Com New (C)
Astrazeneca Sponsored Adr (AZN)
Meta Platforms Cl A (META)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Insrnce Etf (IAK)
HSBC HLDGS Spon Adr New (HSBC)

View all positions for Tepp RIA

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index