BlueChip Wealth Advisors »

iShares S&P 500 Index shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip 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 BlueChip Wealth Advisors 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 10k 525.75
2023-12-31 $4.9M 10k 477.64

More positions owned by BlueChip Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Morningstar Divid L SHS (FDL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Truist Financial Corp equities (TFC)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for BlueChip Wealth Advisors

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