21 West Wealth Management »

iShares S&P 500 Index shares owned by 21 West Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 21 West Wealth Management from 13F filings

Historical chart of 21 West 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 21 West 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 21 West Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 3.3k 684.94
2025-09-30 $2.2M 3.3k 669.30
2025-06-30 $2.0M 3.3k 620.90

More positions owned by 21 West Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for 21 West Wealth Management

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View all funds holding iShares S&P 500 Index