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

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

Historical chart of Patriot 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 Patriot Wealth Management 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 Patriot Wealth Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $220k 873 252.00
2018-09-30 $507k 1.7k 292.56
2017-06-30 $321k 1.3k 243.74
2017-03-31 $312k 1.3k 236.90

More positions owned by Patriot Wealth Management

Spdr S&p 500 Etf (SPY)
Ishares Core Intl Stock Etf core (IXUS)
iShares S&P 100 Index (OEF)
SPDR S&P MidCap 400 ETF (MDY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Consumer Staples Select Sect. SPDR (XLP)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Utilities SPDR (XLU)
Financial Select Sector SPDR (XLF)
iShares S&P US Pref Stock Idx Fnd (PFF)
Exxon Mobil Corporation (XOM)
Fidelity msci rl est etf (FREL)

View all positions for Patriot Wealth Management

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