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iShares S&P 500 Index shares owned by Cpwa

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

Historical chart of Cpwa 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 Cpwa 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 Cpwa

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 388 743.34

More positions owned by Cpwa

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Cpwa

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