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

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

Historical chart of Elmwood 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 Elmwood 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 5.2k 653.21
2021-12-31 $24k 50 480.00
2021-06-30 $21k 50 420.00
2021-03-31 $20k 50 400.00

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Innovator Etfs Trust Innovator Deepw (LOUP)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange Traded Rba Indl Etf (AIRR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Core Msci Emkt (IEMG)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for Elmwood Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index