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iShares S&P 500 Index shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams 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 Moss Adams 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 817 525.95
2023-12-31 $648k 1.4k 477.74
2023-09-30 $348k 807 431.18
2023-06-30 $360k 807 445.47
2023-03-31 $340k 827 411.01
2022-12-31 $308k 803 384.03

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Roblox Corp Cl A (RBLX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Moss Adams 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