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

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

Historical chart of Revisor 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 Revisor 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $378k 753 501.37
2023-09-30 $219k 509 429.48
2023-03-31 $219k 532 411.08

More positions owned by Revisor Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Em Mkts Div Etf (DVYE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Apple (AAPL)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Revisor Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
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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