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iShares S&P 500 Index shares owned by Shore Point Advisors

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

Historical chart of Shore Point Advisors 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 Shore Point Advisors 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 Shore Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 401 525.75
2021-12-31 $134k 280 478.57

More positions owned by Shore Point Advisors

J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Wisdomtree Tr Us Smallcap Fund (EES)
Ishares Tr Msci Intl Moment (IMTM)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Min Vl (EFAV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Shore Point Advisors

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