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iShares S&P 500 Index shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension 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 Fourth Dimension 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 593 669.40
2025-06-30 $384k 618 620.99
2025-03-31 $347k 618 561.98
2024-12-31 $306k 520 589.10

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPTM)
Technology Select MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Spdr Intermediate MF Closed and MF Open (SPTI)
Nvidia Corp Common Stock (NVDA)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSLC)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index