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iShares S&P 500 Index shares owned by Bluedoor Private Wealth

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

Historical chart of Bluedoor Private 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 Bluedoor Private 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 Bluedoor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9M 9.0k 653.17

More positions owned by Bluedoor Private Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Seacoast Bkg Corp Fla Com New (SBCF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Bluedoor Private Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index