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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $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)
Sypris Solutions (SYPR)
Pimco Etf Tr Multisector Bd (PYLD)
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)
Ishares Tr Core Msci Eafe (IEFA)
Pimco CA Municipal Income Fund (PCQ)
Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr International Sl (ISCF)
Ishares Msci Gbl Gold Mn (RING)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Williams & Novak

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
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Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index