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iShares S&P 500 Index shares owned by Warm Springs Advisors

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

Historical chart of Warm Springs Advisors 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 Warm Springs Advisors 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 Warm Springs Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 6.6k 669.25
2025-06-30 $4.1M 6.7k 620.91
2025-03-31 $3.8M 6.8k 561.94
2024-12-31 $3.9M 6.7k 588.66

More positions owned by Warm Springs Advisors

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Cloudflare Cl A Com (NET)
Ishares Tr Core S&p500 Etf (IVV)
Sofi Technologies (SOFI)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Crowdstrike Hldgs Cl A (CRWD)
Coreweave Com Cl A (CRWV)
Visa Com Cl A (V)

View all positions for Warm Springs Advisors

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