von Borstel & Associates »

iShares S&P 500 Index shares owned by von Borstel & Associates

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

Historical chart of von Borstel & Associates 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 von Borstel & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by von Borstel & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 18k 684.07
2025-06-30 $485k 765 633.99
2025-03-31 $429k 765 560.78
2024-12-31 $450k 765 588.24
2024-09-30 $441k 765 576.47

More positions owned by von Borstel & Associates

Dimensional Etf Trust (DFAC)
Dimensional Global Core Plus Fixed Income Etf (DFGP)
Dimensional International Core Equity 2 ETF (DFIC)
Dimensional Etf Trust (DUHP)
Dimensional Etf Trust (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust (DFEM)
Dimensional Etf Trust (DFAX)
Dimensional International Small Cap Value ETF (DISV)
Dimensional Etf Trust (DIHP)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
NVIDIA Corporation (NVDA)
iShares S&P 500 Index (IVV)
Apple (AAPL)
Dimensional Etf Trust (DFSD)

View all positions for von Borstel & Associates

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