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iShares S&P 500 Index shares owned by Wealthspan Partners

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

Historical chart of Wealthspan 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 Wealthspan 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $609k 1.2k 525.73
2023-06-30 $422k 947 445.71
2023-03-31 $675k 1.6k 411.08
2022-12-31 $1.0M 2.7k 384.21
2022-09-30 $968k 2.7k 358.52
2022-06-30 $1.1M 2.8k 379.05

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Deere & Company (DE)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Wealthspan Partners

Top funds holding iShares S&P 500 Index

BlackRock
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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