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iShares S&P 500 Index shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in iShares S&P 500 Index

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025300k350k580600620640660
Value ($)Share countHistorical IVV position of Williams & Novak Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Index held by Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $354k 601 588.50
2024-09-30 $380k 659 577.22
2024-06-30 $320k 584 547.60
2024-03-31 $282k 590 477.95
2023-12-31 $282k 590 477.95

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding iShares S&P 500 Index

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