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iShares S&P 500 Index shares owned by Wincap Financial

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

Historical chart of Wincap 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 Wincap Financial 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 Wincap Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 9.0k 669.33
2025-06-30 $5.0M 8.0k 620.89
2025-03-31 $3.1M 5.4k 561.91

More positions owned by Wincap Financial

Vanguard Bd Index Fds Long Term Bond (BLV)
Macquarie Etf Trust Focused Emerging (EMEQ)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Jabil Circuit (JBL)
Lam Research Corp Com New (LRCX)
Goldman Sachs (GS)

View all positions for Wincap Financial

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