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iShares S&P 500 Index shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 537 525.73

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
AutoZone (AZO)
salesforce (CRM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Visa Com Cl A (V)
Williams Companies (WMB)
Crowdstrike Hldgs Cl A (CRWD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Ltd Duration Incom Com Shs (BLW)
Equifax (EFX)

View all positions for Blue Zone Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index