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iShares S&P 500 Index shares owned by Cove Private Wealth

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

Historical chart of Cove Private Wealth 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 Cove Private Wealth 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 Cove Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $816k 1.2k 684.94
2025-09-30 $798k 1.2k 669.30
2025-06-30 $740k 1.2k 620.90
2025-03-31 $342k 609 561.90

More positions owned by Cove Private Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Mastercard Incorporated Cl A (MA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Home Depot (HD)
McKesson Corporation (MCK)

View all positions for Cove Private Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index