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

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

Historical chart of Barlow 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 Barlow 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 Barlow Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 525 513.31
2023-12-31 $251k 525 477.63

More positions owned by Barlow Wealth Partners

Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
EOG Resources (EOG)
Houlihan Lokey Cl A (HLI)
Apple (AAPL)
Cummins (CMI)
Churchill Downs (CHDN)
Constellation Energy (CEG)
Vertex Pharmaceuticals Incorporated (VRTX)
TJX Companies (TJX)
S&p Global (SPGI)
Accenture Plc Ireland Shs Class A (ACN)
Icon SHS (ICLR)

View all positions for Barlow Wealth Partners

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