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iShares S&P 500 Index shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 328 669.30
2025-06-30 $204k 328 620.90
2024-12-31 $201k 328 612.67

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
United Security Bancshares (UBFO)
Microsoft Corporation (MSFT)
Pimco Etf Tr Ultra Short Govt (BILZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bridgewealth Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index