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iShares S&P 500 Index shares owned by Boulder Wealth Advisors

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

Historical chart of Boulder 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 Boulder 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 Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 46k 576.82
2024-06-30 $30M 55k 547.23
2024-03-31 $28M 53k 525.73
2022-12-31 $17M 44k 384.22

More positions owned by Boulder Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Boulder Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index