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

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

Historical chart of Dopkins 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 Dopkins 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 Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 367 576.82
2024-06-30 $214k 390 547.56
2024-03-31 $205k 390 525.96

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ryan Specialty Holdings Cl A (RYAN)

View all positions for Dopkins Wealth Management

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