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iShares S&P 500 Index shares owned by Portfolio Strategies

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

Historical chart of Portfolio Strategies 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 Portfolio Strategies 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 Portfolio Strategies

Quarter filed Position value Share count Share price at filing
2017-12-31 $491k 1.8k 277.87
2017-09-30 $454k 1.8k 253.07
2017-06-30 $368k 1.5k 243.55
2017-03-31 $15k 63 238.10
2016-12-31 $2.2M 9.9k 225.01

More positions owned by Portfolio Strategies

PIMCO Enhanced Short Mat Str Fund ETF (MINT)
PowerShares QQQ Trust, Series 1
ProShares Ultra S&P500 (SSO)
ProShares Ultra QQQ (QLD)
iShares Barclays 20+ Yr Treas.Bond (TLT)
SPDR Barclays Capital High Yield B
First Trust DJ Internet Index Fund (FDN)
SPDR S&P Biotech (XBI)
iShares MSCI EAFE Index Fund (EFA)
Spdr Ser Tr 1 3 hgh yield (BIL)
Proshares Tr pshs sh msci emr (EUM)
Proshares Tr Short Russell2000 (RWM)
iShares S&P 500 Index (IVV)
Vanguard European ETF (VGK)
ProShares Ultra Russell2000 (UWM)

View all positions for Portfolio Strategies

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