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

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

Historical chart of Ducere 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 Ducere 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 Ducere Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $20M 31k 653.22

More positions owned by Ducere Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Bloom Energy Corp Com Cl A (BE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ducere Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Millennium Management
Goldman Sachs Group
Bank of New York Mellon
LPL Financial
Squarepoint Ops

View all funds holding iShares S&P 500 Index