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iShares S&P 500 Index shares owned by Adams Chetwood Wealth Management

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

Historical chart of Adams Chetwood 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 Adams Chetwood 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 Adams Chetwood Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $259k 571 453.59
2021-12-31 $272k 571 476.36
2021-09-30 $246k 571 430.82
2021-06-30 $245k 571 429.07
2021-03-31 $227k 571 397.55
2020-12-31 $214k 571 374.78

More positions owned by Adams Chetwood Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Amazon (AMZN)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)

View all positions for Adams Chetwood Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index