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iShares S&P 500 Index shares owned by Coastwise Capital Group

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

Historical chart of Coastwise Capital Group 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 Coastwise Capital Group 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 Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $800k 1.2k 669.13

More positions owned by Coastwise Capital Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Verizon Communications (VZ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Dynamics Corporation (GD)

View all positions for Coastwise Capital Group

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