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iShares S&P 500 Index shares owned by Baron Wealth Management

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

Historical chart of Baron Wealth Management 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 Baron Wealth Management 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $972k 1.4k 684.98
2025-09-30 $232k 346 669.12
2025-06-30 $215k 346 620.38
2024-12-31 $202k 344 587.90

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index