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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
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

Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Chesapeake Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index