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iShares S&P 500 Index shares owned by Alchemi Wealth

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

Historical chart of Alchemi 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 Alchemi 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 Alchemi Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $427k 654 653.21

More positions owned by Alchemi Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Blackrock Science & Technolo SHS (BST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Intl Eqty Factor (INTF)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Alchemi Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index