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iShares S&P 500 Index shares owned by Chesapeake Wealth Management

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

Historical chart of Chesapeake Wealth Management 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 Chesapeake Wealth Management 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 5.9k 547.23
2024-03-31 $2.7M 5.2k 525.73
2023-12-31 $1.3M 2.8k 477.63
2023-09-30 $431k 1.0k 429.43
2023-06-30 $251k 563 445.71

More positions owned by Chesapeake Wealth Management

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Amazon (AMZN)

View all positions for Chesapeake Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index