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iShares S&P 500 Index shares owned by Accretive Wealth Partners

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

Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners 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 Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $966k 1.9k 513.86
2023-12-31 $728k 1.5k 477.63
2023-09-30 $627k 1.5k 429.43

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Accretive Wealth Partners

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