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

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

Historical chart of Adapt 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 Adapt 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 Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 39k 525.73

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Tr India Erngs Fd (EPI)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Adapt Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index