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iShares S&P 500 Index shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial 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 William Howard & Co Financial 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 49k 576.83
2024-06-30 $27M 49k 547.24
2024-03-31 $26M 50k 525.73

More positions owned by William Howard & Co Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Stryker Corporation (SYK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for William Howard & Co Financial Advisors

Top funds holding iShares S&P 500 Index

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Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index