Willow Financial »

iShares S&P 500 Index shares owned by Willow Financial

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

Historical chart of Willow Financial 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 Willow Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Willow Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $477k 730 653.21
2025-12-31 $500k 730 684.94

More positions owned by Willow Financial

Federated Hermes Etf Trust Us Strategic Div (FDV)
Tidal Trust I Fundstrat Granny (GRNY)
Wedbush Ser Tr Dan Ives Wedbush (IVES)
Thornburg Etf Tr Core Plus Bd Etf (TPLS)
Touchstone Etf Trust Strategic Income (SIO)
Wisdomtree Tr Bianco Totl Retu (WTBN)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
John Hancock Exchange Traded Disciplined Val (JDVI)
Davis Fundamental Etf Tr Select Finl (DFNL)
Tema Etf Trust Oncology Etf (CANC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Tema Etf Trust Electrification (VOLT)
Wal-Mart Stores (WMT)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Willow Financial

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index