Kfg Wealth Management »

iShares S&P 500 Index shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management 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 Kfg Wealth Management 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 Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 3.0k 525.80
2023-12-31 $204k 426 477.63
2023-09-30 $272k 633 429.12
2023-06-30 $258k 579 445.38
2023-03-31 $240k 578 415.43
2022-12-31 $224k 584 384.04

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index