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iShares S&P 500 Index shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 8.5k 525.76
2023-12-31 $6.4M 13k 477.63
2023-09-30 $6.6M 15k 429.28
2023-06-30 $6.8M 15k 445.74

More positions owned by Portside Wealth Group

Amazon Call Option (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
salesforce (CRM)
Servicenow (NOW)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Thermo Fisher Scientific (TMO)
Accenture Plc Ireland Shs Class A (ACN)
Airbnb Com Cl A (ABNB)

View all positions for Portside Wealth Group

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