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iShares S&P 500 Index shares owned by Walsh & Associates

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

Historical chart of Walsh & 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 Walsh & Associates 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 Walsh & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $659k 1.0k 653.07
2025-12-31 $736k 1.1k 684.80

More positions owned by Walsh & Associates

Ishares Russell MF Closed and MF Open (IWF)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Dimensional Us MF Closed and MF Open (DFUV)
State Street MF Closed and MF Open (SPEM)
State Street MF Closed and MF Open (SPDW)
Dimensional Us MF Closed and MF Open (DFAT)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (MDYG)
Adams Diversified MF Closed and MF Open (ADX)
Ishares Core MF Closed and MF Open (ITOT)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SLYG)
Ishares Russ MF Closed and MF Open (IWS)

View all positions for Walsh & Associates

Top funds holding iShares S&P 500 Index

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Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index