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iShares S&P 500 Index shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management 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 Bullock Wealth Management 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $69k 104 660.05
2025-12-31 $71k 104 686.70

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index