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iShares S&P 500 Index shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management 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 Bright Futures Wealth Management 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $364k 602 604.98
2024-09-30 $310k 533 582.22
2024-06-30 $344k 642 536.11
2024-03-31 $388k 706 549.63

More positions owned by Bright Futures Wealth Management

Spdr Ser Tr S&p Regl Bkg (KRE)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amazon (AMZN)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
Apple (AAPL)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
M&T Bank Corporation (MTB)

View all positions for Bright Futures Wealth Management

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