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iShares S&P 500 Index shares owned by Centerline Wealth Advisors

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

Historical chart of Centerline Wealth Advisors 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 Centerline Wealth Advisors 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 Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 390 684.94

More positions owned by Centerline Wealth Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Centerline Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
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
LPL Financial

View all funds holding iShares S&P 500 Index