Barlow Wealth Partners »

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

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

Historical chart of Barlow 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 Barlow Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Barlow Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $606k 1.1k 570.53
2024-06-30 $481k 883 544.21
2024-03-31 $270k 525 513.31
2023-12-31 $251k 525 477.63

More positions owned by Barlow Wealth Partners

Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Houlihan Lokey Cl A (HLI)
Costco Wholesale Corporation (COST)
Constellation Energy (CEG)
Visa Com Cl A (V)
Apple (AAPL)
TJX Companies (TJX)
Vertex Pharmaceuticals Incorporated (VRTX)
Adobe Systems Incorporated (ADBE)
UnitedHealth (UNH)
Astrazeneca Sponsored Adr (AZN)
Accenture Plc Ireland Shs Class A (ACN)
Churchill Downs (CHDN)
JPMorgan Chase & Co. (JPM)

View all positions for Barlow Wealth Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index