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iShares S&P 500 Index shares owned by Drucker Wealth 3.0

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Drucker Wealth 3.0 from 13F filings

Historical chart of Drucker Wealth 3.0 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 Drucker Wealth 3.0 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 Drucker Wealth 3.0

Quarter filed Position value Share count Share price at filing
2024-09-30 $595k 1.0k 576.61
2024-06-30 $717k 1.3k 547.07

More positions owned by Drucker Wealth 3.0

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)

View all positions for Drucker Wealth 3.0

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