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iShares S&P 500 Index shares owned by Ankerstar Wealth

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

Historical chart of Ankerstar 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 Ankerstar 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 Ankerstar Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 372 653.21

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Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Series Portfolios Tr Adaptiv Select (ADPV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Ankerstar Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index