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iShares S&P 500 Index shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth Advisors 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 A4 Wealth Advisors 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 A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $294k 450 652.69
2025-12-31 $440k 642 685.32
2025-09-30 $608k 909 669.14

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Global X Fds Defense Tech Etf (SHLD)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Spdr Series Trust State Street Spd (SPYM)

View all positions for A4 Wealth Advisors

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