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iShares S&P 500 Index shares owned by Equity Wealth Partners

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

Historical chart of Equity Wealth Partners 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 Equity Wealth Partners 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 Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 1.6k 684.74
2025-09-30 $1.1M 1.6k 669.49

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Equity Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index