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iShares S&P 500 Index shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry 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 Financial Symmetry 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 Financial Symmetry

Quarter filed Position value Share count Share price at filing
2024-03-31 $591k 1.1k 525.73
2023-12-31 $537k 1.1k 477.63

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFAX)
Vanguard Total World Stock Idx (VT)
Dimensional Etf Trust (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional International Small Cap Value ETF (DISV)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional International Core Equity 2 ETF (DFIC)
Dimensional Etf Trust (DFSV)
Dimensional Etf Trust (DFAE)
Apple (AAPL)
Dimensional Etf Trust (DFAI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Stock Market ETF (VTI)

View all positions for Financial Symmetry

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