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

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

Historical chart of Insight 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 Insight 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 Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 694 525.73
2023-09-30 $298k 694 429.43
2023-06-30 $309k 694 445.71

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Texas Pacific Land Corp (TPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
Ishares Tr Tips Bd Etf (TIP)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr National Mun Etf (MUB)

View all positions for Insight Wealth Partners

Top funds holding iShares S&P 500 Index

Creative Planning
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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