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

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

Historical chart of Cooke 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 Cooke 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 Cooke Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $334k 512 653.21

More positions owned by Cooke Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Small Cp Etf (VB)
Stryker Corporation (SYK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Cooke Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index