Causey Wealth »

iShares S&P 500 Index shares owned by Causey Wealth

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

Historical chart of Causey 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 Causey Wealth 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 275 748.89
2025-12-31 $219k 319 684.94

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr International Sl (ISCF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global Reit Etf (REET)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index