Consolidated Portfolio Review Corp »

iShares S&P 500 Index shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 590 525.42
2023-12-31 $425k 890 477.60
2023-09-30 $404k 942 429.35
2023-06-30 $438k 983 445.63
2023-03-31 $462k 1.1k 411.00

More positions owned by Consolidated Portfolio Review Corp

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard World Consum Stp Etf (VDC)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)

View all positions for Consolidated Portfolio Review Corp

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index