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iShares S&P 500 Index shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private 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 Aventura Private 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 Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 582 684.94
2025-09-30 $390k 582 669.30
2025-06-30 $354k 570 620.90
2025-03-31 $320k 570 561.90
2024-12-31 $338k 574 588.68

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

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
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index