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iShares S&P 500 Index shares owned by Expressive Wealth

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

Historical chart of Expressive 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 Expressive 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 Expressive Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 333 684.94

More positions owned by Expressive Wealth

Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Expressive Wealth

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