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iShares S&P 500 Index shares owned by William Mack & Associates

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

Historical chart of William Mack & Associates investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by William Mack & 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 William Mack & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $948k 1.5k 620.92
2025-03-31 $864k 1.5k 561.85
2024-12-31 $925k 1.6k 588.55

More positions owned by William Mack & Associates

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for William Mack & Associates

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