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

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

Historical chart of Contango 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 Contango 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 Contango Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 18k 653.23
2025-12-31 $16M 24k 684.93

More positions owned by Contango Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Twilio Cl A (TWLO)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Msci Intl Vlu Ft (IVLU)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Gold Tr Ishares New (IAU)

View all positions for Contango Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index