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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
2022-12-31 $17M 44k 384.22

More positions owned by Boulder Wealth Advisors

Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Pimco Etf Trust Enhncd Lw Dur Ac Etf Enhncd Lw Dur Ac Etf (LDUR)
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR)
Schwab Strategic Tr Us Dividend Eq Etf Us Dividend Eq Etf (SCHD)
Ishares Trust Blackrock Ultra Sht Trm Bd Blackrock Ultra Sht Trm Bd (ICSH)
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jp Morgan Etf Trust Ultra-short Income Etf Ultra-short Income Etf (JPST)
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB)
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)
Jp Morgan Etf Trust Ultra Shrt Municipal Inc Etf Ultra Shrt Municipal Inc Etf (JMST)
Apple (AAPL)

View all positions for Boulder Wealth Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index