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iShares S&P 500 Index shares owned by Brady Martz Wealth Solutions

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

Historical chart of Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 583 684.94
2025-09-30 $492k 735 669.30
2025-06-30 $237k 382 620.90

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Short Duration F (DFSD)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (HYMB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index