Austin Wealth Management »

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

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

Historical chart of Austin 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 Austin Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Austin Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $471k 939 501.95
2023-09-30 $433k 947 457.45

More positions owned by Austin Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Cambria Etf Tr Glb Asset Allo (GAA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Austin 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