Dwr Wealth Management »

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

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

Historical chart of Dwr 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 Dwr 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 Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $16M 25k 634.92

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding iShares S&P 500 Index

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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