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iShares S&P 500 Index shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6k 5 525.80
2023-12-31 $2.4k 5 477.60
2023-09-30 $2.1k 5 429.40
2023-06-30 $172k 386 445.71
2023-03-31 $2.1k 5 411.00
2020-06-30 $595k 1.9k 309.90
2019-12-31 $39M 121k 323.24
2019-09-30 $4.5M 15k 298.55
2019-06-30 $2.8M 9.8k 284.56
2019-03-31 $2.8M 9.8k 284.56
2018-12-31 $1.7M 6.8k 251.62

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares U S Etf Tr Bloomberg Roll (CMDY)

View all positions for APCM Wealth Management for Individuals

Top funds holding iShares S&P 500 Index

Creative Planning
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index