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iShares S&P 500 Index shares owned by Bucket List Wealth Management

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

Historical chart of Bucket List 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 Bucket List 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 Bucket List Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $363k 555 653.33

More positions owned by Bucket List Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Etf Trust Focused Lar Cap (PVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Mid Cap Etf (IWR)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Uranium And Nucl (NLR)
Horizon Fds Dividend Income (DIVN)
Thor Finl Technologies Tr Index Rotation (THIR)

View all positions for Bucket List Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index