Trademark Financial Management »

iShares S&P 500 Index shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 31k 576.82
2024-06-30 $16M 30k 547.23
2024-03-31 $16M 30k 525.73

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

Top funds holding iShares S&P 500 Index

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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