Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies »

iShares S&P 500 Index shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $298k 435 685.29

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index