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

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

Historical chart of Endowment 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 Endowment 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $291k 388 748.95

More positions owned by Endowment Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
New York Life Investments Et Hedge Multi Stra (QAI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
West Pharmaceutical Services (WST)

View all positions for Endowment Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index