Evergreen Wealth Solutions »

iShares S&P 500 Index shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $215k 450 477.67
2023-06-30 $205k 459 445.60
2023-03-31 $363k 883 411.10
2022-03-31 $212k 468 452.99
2021-12-31 $223k 467 477.52

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

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