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

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

Historical chart of Walker 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 Walker 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 Walker Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 488 589.46
2024-09-30 $282k 489 576.37
2024-06-30 $267k 489 546.76
2024-03-31 $265k 505 525.27

More positions owned by Walker Financial Services

Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio Short (SPSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Coca-Cola Company (KO)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)

View all positions for Walker Financial Services

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index