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iShares S&P 500 Index shares owned by Bell & Brown Wealth Advisors

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

Historical chart of Bell & Brown Wealth Advisors 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 Bell & Brown Wealth Advisors 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 Bell & Brown Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 288 748.89
2024-09-30 $282k 488 576.82

More positions owned by Bell & Brown Wealth Advisors

Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Tesla Motors (TSLA)
Qualcomm (QCOM)
Boeing Company (BA)
Williams-Sonoma (WSM)
FedEx Corporation (FDX)

View all positions for Bell & Brown Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index