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iShares S&P 500 Index shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $158k 301 525.57
2023-12-31 $144k 301 477.48

More positions owned by Evergreen Private Wealth

Applied Materials (AMAT)
Check Point Software Tech Lt Ord (CHKP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)
Netflix (NFLX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Dollar Tree (DLTR)
Zoetis Cl A (ZTS)
Waste Management (WM)

View all positions for Evergreen Private Wealth

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index