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iShares S&P 500 Index shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway 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 Broadway 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 Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $355k 518 684.94
2025-09-30 $347k 518 669.30
2025-06-30 $322k 518 620.90
2025-03-31 $281k 500 561.90

More positions owned by Broadway Wealth Solutions

Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway 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