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

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 5.1k 525.73
2023-12-31 $2.5M 5.3k 477.63

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Nas100 Eq Weighted SHS (QQEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)
Apple (AAPL)
Wisdomtree Tr Cloud Computng (WCLD)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for StoneCrest Wealth Management

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