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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
2024-03-31 $265k 505 525.27

More positions owned by Walker Financial Services

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

View all positions for Walker Financial Services

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