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iShares S&P 500 Index shares owned by Atlas Wealth

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

Historical chart of Atlas 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 Atlas 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 Atlas Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 423 669.30
2025-06-30 $263k 423 620.67

More positions owned by Atlas Wealth

Apple Incorporated Common Stock (AAPL)
U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Microsoft Corporation Common Stock (MSFT)
Procter And Gamble Company Common Stock (PG)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Janus Henderson Aaa Clo Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JAAA)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
First Trust Rba American Industrial Renaissance Etf Exchange Traded Funds (Country Baskets/iShares) .. (AIRR)
Victory Portfolios Ii Victoryshares Free Cash Flow Exchange Traded Funds (Country Baskets/iShares) -.. (VFLO)
Capital One Financial Corporation. 4.375 Dep Pfd L Preferred Stock (COF.PL)
Jpmorgan Chase & Company. Common Stock (JPM)
Avantis U.s. Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUS)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)
Slm Corporation Pfd Ser B Preferred Stock (SLMBP)
Goldman Sachs Group, Incorporated. Pfd A 1/1000 Preferred Stock (GS.PA)

View all positions for Atlas Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index