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iShares S&P 500 Index shares owned by FLP Wealth Management

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

Historical chart of FLP 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 FLP Wealth Management 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 FLP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 18k 12.25
2025-09-30 $168k 13k 13.24
2025-06-30 $312k 503 621.03
2025-03-31 $356k 633 561.64
2024-12-31 $410k 697 588.49

More positions owned by FLP Wealth Management

Wal-Mart Stores (WMT)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Ishares Tr National Mun Etf (MUB)
Sprott Asset Management Physical Gold Tr (PHYS)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)

View all positions for FLP Wealth Management

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