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iShares S&P 500 Index shares owned by Team Hewins

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

Historical chart of Team Hewins 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 Team Hewins 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 Team Hewins

Quarter filed Position value Share count Share price at filing
2024-03-31 $951k 1.8k 525.75
2023-12-31 $867k 1.8k 477.64
2023-06-30 $686k 1.5k 445.73
2023-03-31 $633k 1.5k 411.09
2022-12-31 $592k 1.5k 384.22

More positions owned by Team Hewins

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Emg Mkt Etf (EEM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Team Hewins

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