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

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

Historical chart of Concentrum 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 Concentrum 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 347 669.30
2025-06-30 $214k 345 620.90
2024-12-31 $203k 344 588.68

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Vaneck Semiconductor Etf Etf (SMH)
Tesla Motors Stock (TSLA)
Microsoft Stock (MSFT)
Ishares Bitcoin Trust Etf Etf (IBIT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Advanced Micro Devices Stock (AMD)
Amazon.com Stock (AMZN)
Spdr Gold Etf Etf (GLD)

View all positions for Concentrum Wealth Management

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