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iShares S&P 500 Index shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 11k 477.63

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Fidelity Enhanced Large Cap Core Etf Stock (FELC)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
iShares S&P 500 Value ETF Etf (IVE)
Mastercard Incorporated Stock (MA)
Pacer US Cash Cows 100 ETF Etf (COWZ)

View all positions for Able Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index