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iShares S&P 500 Index shares owned by Blue Barn Wealth

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

Historical chart of Blue Barn 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 Blue Barn 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 Blue Barn Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 368 576.04

More positions owned by Blue Barn Wealth

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Blue Barn Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index