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

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

Historical chart of Crowley 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 Crowley 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 Crowley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $461k 689 669.30
2025-06-30 $277k 446 620.90
2025-03-31 $93k 166 561.90
2024-12-31 $98k 166 588.68

More positions owned by Crowley Wealth Management

Apple Common Stock (AAPL)
Tesla Common Stock (TSLA)
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Abbvie Common Stock (ABBV)
Lowes Cos Common Stock (LOW)
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase & Co Common Stock (JPM)
Home Depot Common Stock (HD)
Proshares Ultra Russell 2000 Etf Uit Exchange Traded (UWM)
Disney Walt Common Stock (DIS)
Amgen Common Stock (AMGN)
Stryker Corp Common Stock (SYK)
Amazon.com Common Stock (AMZN)
Abbott Labs Common Stock (ABT)

View all positions for Crowley 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