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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
2023-12-31 $965k 2.0k 477.59

More positions owned by Dodds Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Dodds Wealth

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index