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iShares S&P 500 Index shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group 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 Valley Financial Group 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 Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 43k 576.82
2024-06-30 $23M 43k 547.23
2024-03-31 $22M 41k 525.73

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

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