Burling Wealth Partners »

iShares S&P 500 Index shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 3.4k 669.29
2025-06-30 $2.0M 3.3k 620.87
2025-03-31 $1.3M 2.3k 561.84

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Trust Etf (SPY)
Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

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