Shared Vision Wealth Group »

iShares S&P 500 Index shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision 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 Shared Vision 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 55k 525.73
2023-12-31 $29M 60k 477.63

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
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