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iShares S&P 500 Index shares owned by Premier Path Wealth Partners

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

Historical chart of Premier Path 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 Premier Path 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 4.2k 525.70
2023-12-31 $2.1M 4.4k 477.60

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Usd Inv Grde Etf (USIG)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
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Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index