Ergawealth Advisors »

iShares S&P 500 Index shares owned by Ergawealth Advisors

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

Historical chart of Ergawealth Advisors 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 Ergawealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Ergawealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $406k 592 684.92
2025-09-30 $396k 592 669.28
2025-06-30 $222k 358 620.77

More positions owned by Ergawealth Advisors

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group New Geography SHS (CGNG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)

View all positions for Ergawealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index