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iShares S&P 500 Index shares owned by 1776 Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 1776 Wealth from 13F filings

Historical chart of 1776 Wealth 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 1776 Wealth 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 1776 Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $371k 568 653.21

More positions owned by 1776 Wealth

Apple (AAPL)
Palantir Technologies Incorporated Class A Cl A (PLTR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)
Brp Group (BWIN)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Trust Etf Iv First Trust Enhanced Short Etf (FTSM)
First Trust Value Line Dividend Index Fund Etf (FVD)
Alphabet Inc Class A cs (GOOGL)
TJX Companies (TJX)
Vanguard Index Funds S&p 500 Etf Etf (VOO)
Blackstone Group Inc Com Cl A (BX)
Goldman Sachs (GS)

View all positions for 1776 Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index