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iShares S&P 500 Index shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge 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 Beacon Bridge 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 14k 525.75
2023-12-31 $6.7M 14k 477.63
2023-09-30 $5.4M 13k 429.42
2023-06-30 $5.1M 12k 445.70
2023-03-31 $4.0M 9.8k 411.10
2022-12-31 $2.4M 6.4k 384.21

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfli Intrmdit (SPTI)

View all positions for Beacon Bridge Wealth Partners

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