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iShares S&P 500 Index shares owned by Align Wealth Management

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

Historical chart of Align 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 Align 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 Align Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $306k 853 358.64

More positions owned by Align Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us High Profitab (DUHP)
BancFirst Corporation (BANF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Qualcomm (QCOM)

View all positions for Align Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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Wells Fargo & Company
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Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index