Five Pine Wealth Management »

iShares S&P 500 Index shares owned by Five Pine Wealth Management

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

Historical chart of Five Pine 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 Five Pine Wealth Management 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 Five Pine Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 274 750.07

More positions owned by Five Pine Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Five Pine 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