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

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

Historical chart of DKM 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 DKM 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 DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 11k 669.29
2025-06-30 $6.4M 10k 620.89
2025-03-31 $5.4M 9.6k 561.89
2024-12-31 $5.4M 9.2k 588.67

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Trust For Professional Man Performance Tr S (STBF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Rbb Fund Trust Tweedy Browne (COPY)

View all positions for DKM Wealth Management

Top funds holding iShares S&P 500 Index

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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