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iShares S&P 500 Index shares owned by Dodds Wealth

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

Historical chart of Dodds 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 Dodds 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 Dodds Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.0k 578.77
2024-06-30 $1.1M 2.0k 559.05
2024-03-31 $1.1M 2.0k 525.61
2023-12-31 $965k 2.0k 477.59

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Dodds Wealth

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index