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iShares S&P 500 Index shares owned by BXM Wealth

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

Historical chart of BXM Wealth 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 BXM Wealth 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 435 669.30
2025-06-30 $270k 435 620.90
2025-03-31 $222k 395 561.90
2024-12-31 $259k 440 588.68

More positions owned by BXM Wealth

Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BXM Wealth

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