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iShares S&P 500 Index shares owned by Avid Wealth Partners

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

Historical chart of Avid Wealth Partners 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 Avid Wealth Partners 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 Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 18k 588.67
2024-09-30 $8.0M 14k 576.84
2024-06-30 $6.8M 12k 547.23
2024-03-31 $12M 22k 525.73
2023-12-31 $243k 509 477.63

More positions owned by Avid Wealth Partners

Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Invesco Actively Managed Exc Total Return (GTO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Avid Wealth Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index